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Hi everyone,

 

Did you know that in our release last December that all of you on Eloqua 10 got a set of brand new features in Eloqua Insight that you can take advantage of?  We now have a video on the Eloqua University that outlines some of those key features:

- removing columns and moving columns around in reports

- formatting reports and graphs

- adding alerts

- adding visual thresholds

- being able to email reports to others

- saving changes you make to the report so you can come back to it later

...and much, more...

 

Check out the video on the University...it's free.  Just log into the university from the top right nav bar from E10 and when you're there, search for Analyzer and you'll find the video.

 

Also, please check out the full user guide on Analyzer Users in Insight.  It is on the Knowledgebase.  Again, just log in via the top right nav in E10 and search for Analyzer.

Important: This Cloud Connector/Component will be decommissioned  after March 31st 2017. Please install the replacement app.

Name Analyzer

This article will go through the installation of the Name Analyzer cloud connector and provides a sample use case. Name Analyzer takes the names and email addresses of your contacts, analyzes for garbage ('asdf', 'test@test.com' or 'mickey mouse') and determines if they are male or female.

You will also need to register at cloudconnectors.eloqua.com

What is the difference between cloundconnectors.eloqua.com and Appcloud.eloqua.com

 

How to Install

Go to the following URL to install the connector to your instance of Eloqua.

Eloqua Name Analyzer

 

Click on the green “Get App” button in the top right corner:

GetApp.jpg

 

A new screen will open. Click on the “Add Connector”:

1-26-2012 15-38-40.jpg

If you are not logged into Eloqua, you will be prompted to login. It’s recommended that you click the “remember me” button. After logging in, you will see a screen similar to this:

1-26-2012 15-49-32.jpg

You can close this window now. The connector has been successfully installed on your instance of Eloqua.

 

Setting up the Connector in Eloqua

 

I would recommend either adding this cloud connector to your data standardization program OR as a separate program where you can run contacts through arbitrarily when you need to clean up data. Here is a simple 3 step program. This ideally would have a feeder that will pull new contacts through daily to mark them as valid or invalid contacts.

1-26-2012 16-41-02.jpg

Each connector executes as an action in a step in Program Builder. If you look at step 200 in the example above, you will notice a cloud icon. This indicates that its a cloud connector step. Once a contact hits that step, teh Connector grabs that contact, and processes it based on the logic defined in the connector. When its done, the Connector changes the status of the contact in the program, and the contact continues to the next step.

To use the Connector in Program Builder:

  1. Create a step in the program where you want the step to execute (e.g. step 200)
  2. Set the action of the step to : "Cloud Connector"
  3. You will be provided with a list of Cloud Connectors that have been created. Select the correct one from the list. It should say 'Name Analyzer' by default.
  4. Click the Configure button. This should open up a new window and call out to the cloud connector configurations.

 

Now you are within the cloud configuration. The first tab that would have opened up is the Configuration tab. This is where you can set the text values that is stored to the contact field after its done analyzing the name and/or email address. e.g. If the name is Male, insert text 'Male' into a field.

1-30-2012 09-44-18.jpg

 

Once you have picked the text you would like to store, you will need to map the fields for analysis and the fields where you are going to store the results. This is found under the 'Field Mappings' tab. The select list by each mapping is a list of your available contact fields. All you need to do is map the corresponding fields. e.g. First Name Contact Field - Mapped to - First Name

 

1-30-2012 09-49-34.jpg

You're now ready to go. The validity analyzer looks at the following to figure out whether a person's contact information is valid:

 

For Example:

- First Name: to understand if the name is known to exist (by cross-referencing against a database of known names)

- Full Name: looking for known bad names ("mickey mouse" or "donald duck" where the first name may be valid itself ("mickey" or "donald")

- Email Domain: looking for @test.com or @1.com

- Email Name: looking for aaa@ or 111@ as invalid email names

- Phone Number: looking for numbers that are too short, all the same number (11111, 22222), or known to be bad (555-1212)

 

As a next step I would enable to program/step and run a set of contacts through to make sure everything is working as expected. Happy Cleaning!!

Email Headers & Footers [KB.E.1.2.3]


This article includes:

Overview of Email Headers & Footers

Creating Headers & Footers

Editing Headers & Footers

 

Overview & Access: Headers and Footers

 

In most cases, a Header (top) and Footer (bottom) are sent along with an Email to provide additional standard information and links to Email recipients. Here are some examples of the types of information that could be included in either a Header or Footer (they could all be in either location, but these are some of the most common placements):

 

Headers - Links to view the Email in a web browser or on a mobile device in the correct format; a link to forward the Email using a standard Refer A Friend format; a link to add your company to the recipient's accepted email addresses or a safe senders list; or a link to a page where recipients can set up RSS Feeds (for example, for your newsletters).

KB.E.1.2a.jpg

Footer - Links to subscription management for the recipient (allowing them to subscribe or unsubscribe either to the current marketing campaign or for all Emails from your company); recipient address verification ("This message was send to: recipientA@abc.com"); a link to a Personal URL (PURL) page for the recipient or the company web page (in some cases, specifically the page for your Privacy policy); copyright/trademark information and legal disclaimers; the company address; CAN-SPAM and other regulatory compliance information; a contact link to Support or Customer Service, to view Terms of Use, or to provide Feedback.

KB.E.1.2b.jpg

Accessing the Header and Footer Editor

 

You can access the Inline Editor for Header and Footers by one of the following methods.

 

To access the generic Inline Editor:

  1. From Eloqua Today, select Communicate > Email Marketing on the Navigation bar. Click the Email tab.
  2. From the Tools & Content Components menu on the Function bar, click Headers or Footers to open the relevant page.
  3. On the menu next to a selected Header or Footer on the page, select Header Details or Footer Details to open the Header or Footer in the Editor.

          or

          Click New Header or New Footer at the bottom of the page. The page for the new Header or Footer opens in the Editor.

          or

          Click Header Default or Footer Default at the bottom of the page. You can view and edit the global default (what is selected automatically when you set up a new Email that is not assigned to an Email Group) and the default for each Email Group.

 

Note: You can also select a different Header or Footer from the picklist, then click Set as global default or Set as default to make this the new default.

 

To access the Inline Editor for a specific Email or Email Group:

  1. From Eloqua Today, select Communicate > Email Marketing on the Navigation bar.
  2. Click the Email tab.
  3. In the Tree View, navigate to a specific Email Group . Click on the Group to open the associated page in the Task area.

              You can the Header and Footer on this page.

              or

              In the Tree View, navigate to a specific Email within a Group. On the menu next to the Email, select Edit to view the Email in the Task area. Select Email > Email Details from the Task bar. Select, select and Edit, or create a New Header and/or Footer on this page.

  4. When you have made your selections, click Save to save the association.

 

Overview of Header and Footer Editor

 

The Eloqua Inline Header and Footer Editor allows you to set up customized headers and footers for your Emails. By default, the Header used in your Emails will be a text link that allows contacts to view the Email in a browser if they cannot view it properly in their Email client. Footers will generally be used to allow users to unsubscribe from that Email Group or from all communications from your company.

 

Note: The Header and the Footer should be designed to comply with CAN-SPAM standards.

 

Areas of the Header and Footer Editors

Because the functions of a Header and a Footer used in an Email differ somewhat, the Editor appears slightly different depending on whether you open a Header or a Footer for editing. The features of each are described in the following sections.

KB.E.1.2g.jpg

The areas defined in the Header Editor are as follows:

  • Page name - Contains the title of the page.
  • Header name - Shows the name of the Header.
  • Details - You can edit the Header Display Name and select whether or not to Auto-Generate the plain text version of the Header.
  • HTML Text Comment section - Provides control over the instructions viewed when the HTML is viewed as text. The URL at which recipients can view a copy of the email is generated automatically if No is selected, but you can change the default Viewing Instructions text before the URL. The default viewing text on selecting the No option is: “To view a web version of this email, copy this entire link into your browser:”.
  • Editor selector - In this drop-down menu, you can select whether to generate the Header in the Design Editor mode (WYSIWYG or rendered HTML, the default mode, as shown above), in the Source Editor mode (as HTML code), or in Plain Text Editor mode. Note: If you selected Yes for Auto-Generate Plain text version of header in the Details section, then the plain text is generated from the rendered or HTML version of the Header. If you select No, then when you view the Plain Text Editor, it will be blank. You can fill in the text version of the Header. Tip: If you want to generate the plain text from the rendered or HTML version, then edit it, select Yes first, then Save, then select No and Save again. When you view the Plain Text Editor, you can edit the text version independently of the HTML or rendered version.
  • Pop-out button - Click this to pop out the Interactive Preview Window and toolbars into a separate, resizable window. This is useful if you want to expand the window to the full screen to make editing easier. Tip: If you are unable to view the entire Plain Text Version of your Header/Footer, use this tool to expand the viewing area.
  • Top Toolbar - Provides access to a number of formatting tools that you can use to format content directly in the Header.
  • Interactive Preview Window - Displays the editable Header in the mode you have selected.
  • Bottom Toolbar - Shows additional editing functions for inserting objects into your Header. Note: You can insert images, hyperlinks, fields or Forms in the Area Editor or Source Editor modes, but only hyperlinks and fields in Plain Text Editor mode.
  • Save bar - Shows the Save and Save and Close buttons for saving changes to your Header, as well as the Close button for closing the window without saving (click OK in the message that appears).

 

Areas of the Eloqua Inline Footer Editor

KB.E.1.2h.jpg

The areas defined in the Footer Editor are as follows:

  • Page name - Contains the title of the page.
  • Footer name - Shows the name of the Footer.
  • Details - You can edit the Footer Display Name and select whether or not to Auto-Generate the plain text version of the Footer.
  • Editor selector - In this menu, you can select whether to generate the Footer in the Design Editor mode (WYSIWYG or rendered HTML, the default mode, as shown above), in the Source Editor mode (as HTML code), or in Plain Text Editor mode. Note: If you selected Yes for Autogenerate Plain text version of footer in the Details section, then the plain text is generated from the rendered or HTML version of the Footer. If you select No, then when you view the Plain Text Editor, it will be blank. You can fill in the text version of the Footer. Tip: If you want to generate the plain text from the rendered or HTML version, then edit it, select Yes first, then Save, then select No and Save again. When you view the Plain Text Editor, you can edit the text version independently of the HTML or rendered version.
  • Pop-out button - Click this to pop out the Interactive Preview Window and toolbars into a separate, resizable window. This is useful if you want to expand the window to the full screen to make editing easier. Tip: If you are unable to view the entire Plain Text Version of your Header/Footer, use this tool to expand the viewing area.
  • Top toolbar - Provides access to a number of formatting tools that you can use to format content directly in the Footer.
  • Interactive Preview Window - Displays the editable Footer in the mode you have selected.
  • Bottom toolbar - Shows additional editing functions for inserting objects into your Footer. Note: You can insert images, hyperlinks, fields or Forms in the Design Editor or the Source Editor, but only hyperlinks and fields in the Plain Text Editor.
  • Save Area - Shows the Save and Save and Close buttons for saving changes to your Footer, as well as the Close button for closing the window without saving (click OK in the message that appears).

 

Details of Header/Footer Editor Areas


Pop-Out Button

You can click the Pop-out button (KB.E.1.2i.jpg) to pop-out the editing window into a resizable window. This allows you to maximize the window area to make it easier to work in editing mode by clicking the maximize button (KB.E.1.2j.jpg) or by dragging on the bottom right corner of the window.

KB.E.1.2k.jpg

When you close this window, the view reverts to the Header and Footer Editor where you clicked the pop-out button.

 

Notes:

  • When you pop out the window while there are unsaved changes in the Header or Footer, you will see a window telling you that changes must be saved before the window can be popped out. Click OK, then Save to save the changes. Click the Pop-out button again to proceed to the popped-out window mode.
    or
    Click OK to return to the Editor. The changes are not saved until you click the Save button.
  • The popped-out window always shows the Header or Footer in Content (WYSIWYG) mode, whether you pop it out from Source or Content mode. In addition, when you close the window, the Header or Footer is also always shown in Content mode. You can select Source Editor in the Editor drop-down list to view the source HTML code for the Header or Footer.

 

Details Area

The Details area allows you to edit the Header or Footer Display Name, and to control whether the Plain Text version of the Email will be auto-generated, or whether you will create and edit it manually.

 

Editing the Header or Footer Display Name

To edit the Header or Footer Display Name, simply select and replace the existing Name.

 

Controlling Auto-Generation of the Plain Text Version

You can choose to automatically generate a Plain Text version of the Header or Footer when you Save it, or you can choose to suppress automatic generation of text and create/edit it manually as required.

 

To control automatic generation of Plain Text:

For the option Autogenerate Plain Text version…, select one of the following:

  • Yes - To automatically generate a Plain Text version of the Header or Footer from the HTML on Save for use with Plain Text Emails.
  • No - To suppress generation of the Plain Text version. To manually generate Plain Text, select Plain Text Editor (1 in the diagram below) from the drop-down list at the top of the Editor, then click Insert Plain Text Based on HTML Version (2). Warning! This replaces any existing Plain Text content. You can edit the text directly in the Preview Window (3), then click Save (4) when you are finished.

Email Marketing vol. 1_img_272.jpg

 

HTML Text Comment (for Headers only)

While the majority of email clients today provide users the option to display HTML emails as rendered, there are some clients that are unable to do so and instead display HTML emails as text (raw code). An example of this can be seen in the following diagram.

Email Marketing vol. 1_img_273.jpg

Generally, your Email will contain a Header that provides recipients with the ability to click a URL link that opens a browser window in which they are able to view the HTML email as fully rendered. However, in an instance where the user is viewing the HTML email as text, they are unable to click a link and are forced to copy and paste the URL into their browser address bar.

 

An HTML Text Comment allows you to isolate a version of your header message within the unrendered HTML so that it is at the top of the Email and is therefore easier for recipients to see. Recipients can then copy and paste the URL provided into a browser to view the fully-rendered Email. An example of an HTML Text Comment can be seen below.

Email Marketing vol. 1_img_275.jpg

 

 

The sections of the HTML Email shown are as follows:

  1. HTML Text Comment - Your text is inserted at the top of the Email for increased visibility. Note: HTML Text Comments are not seen in the fully-rendered version of the Email.
  2. Show Email URL - Eloqua® automatically inserts the appropriate URL after your text. This URL is the Web location at which recipients may view the fully-rendered version of your Email.
  3. Email Header - This is the actual header that you have chosen to use in this Email.

 

How the text appears depends on the settings you select in the HTML Text Comment section of the Email Header Editor:

Email Marketing vol. 1_img_276.jpg

 

To configure the HTML Text Comment in the Editor:

  1. For the option Recipients Assumed to View HTML as Rendered?, select one of the following settings:
    • Yes - You are assuming that none of the recipients will receive the Email on a client that shows the HTML as text.
    • No. Additional email-viewing instructions needed… - You are assuming that at least some recipients will receive the Email on a client that shows the HTML as text. Therefore, they will need further instructions and a URL they can paste into a browser to view the Email in the intended rendered HTML format.
  2. If you choose No, a Viewing Instructions field appears with default text directing the recipient to a URL. Default text is included in this field. If you want to change the text, select and replace it in the field.

 

Code or Interactive Preview Window

The Code Window in the Source mode of the Editor allows you to make changes directly in the HTML source code and Save these changes. Note: When you Save, there is no function to ensure that the HTML code is correct. The Interactive Preview Window in the Content (WYSIWYG) mode of the Editor displays the rendered Header or Footer. Content can be edited directly at the cursor location in the Header or Footer. The Plain Text Editor allows you to view and edit the Plain Text version of the Email (if, for example, it will be forwarded to PDAs or other text-only mobile devices).

 

Toolbars (Top Toolbar and Bottom Toolbar)

The Top and Bottom Toolbars give you a wide range of options for editing, inserting images, hyperlinks, fields, and Forms, and managing Activity Driven Content (ADC) in your Header or Footer. The top toolbar appears only in Content (WYSIWYG) mode, contains formatting functions for text and images, including controls for cutting or copying text or images, pasting text, font and font size, font formatting, positioning, and color, and bulleted and numbered lists. The bottom toolbar allows you to insert images, hyperlinks, fields, Forms, or Activity Driven Content at the cursor in the Header or Footer.

Each toolbar has a unique set of buttons with mouse-over tool tips describing their function. Users familiar with commonly-used document editors will recognize many of the buttons.

 

Save Changes to the Header or Footer

Click Save or Save and Close to save your changes to the Header or Footer you are modifying in the Inline Header and Footer Editor.

 

Creating Email Headers & Footers

 

Headers and Footers can be included with Emails to provide additional information (such as copyright information and disclaimers) or links (for customer service, managing subscriptions, forwarding the Email to a friend, or showing the Email in a web browser window if it is not rendered correctly). Eloqua® allows Headers and Footers to be created and saved so the appropriate Header/Footer can be selected once an Email has been created and used for a number of different Emails. Headers are located at the very top of an Email and usually contain the "view in browser" link; Footers are located at the very bottom of an Email and often include links for subscription options.

 

Note: At one time, tracking for Emails was enabled by have a small image included in the Footer. The Eloqua servers could track downloading of this image, and therefore track Email opens. At that time, Footers were required to allow Email tracking, but the image is now in the body of the Email, so Footers are no longer required. They are, however, highly recommended as a way of putting in links that help you to ensure CAN-SPAM compliance and maintain high deliverability.

 

To create a custom Header or Footer:

  1. From Eloqua Today, select Communicate > Email Marketing on the Navigation bar. Click the Email tab.
  2. From the Tools & Content Components menu, click on Headers or Footers. The Headers example is described below; the process for Footers is the same.
  3. The Email Headers page shows the list of all the current Headers in the application. To create a new Header, click New Header at the bottom of the window. The New Email Header window opens.
  4. Enter a Header Display Name and click Save. This will be the name of the Header in Eloqua®. Note: When you click Save, additional fields appear in the window and the title changes to Edit Email Header.
  5. Select whether you want to auto-generate the Plain Text version of the Email from the HTML (Yes), or whether you want to create the text version separately (No).

    Tip: If the text version is not much different than the HTML version, you may want to leave Yes selected until you finish and save the HTML version, then select No, choose Plain Text Editor from the picklist (show as Design Editor in the diagram above) to modify the text, and click Save and Close. This setting is for Headers only:
  6. Set whether you are assuming that all your recipients will be able to view the HTML version of the Email as rendered. If all recipients will be able to view rendered HTML, select Yes. If some of the recipients may receive the Email using an email client that will automatically show HTML as text, you should give them an alternative link which they can copy and paste into a browser address field. Select No, then fill in some introductory text to identify the purpose of the link. With No selected, Eloqua® automatically provides the link after the text you put in, allowing recipients to view the fully-rendered HTML page in the browser.
  7. Build the Header or Footer using the Editor tools.
    For more information about the Editor and the tools, see the following articles:
    • Overview of the Header and Footer Editors
    • Editing and Formatting Text and Images
    • Inserting Objects in Headers and Footers
  8. When you have finished building your Header or Footer, you can run the Spell Checker () to make sure that the spelling is correct.
  9. Click Save and Close.

 

Copying Email Headers and Footers

 

To copy Headers and Footers:

  1. From Eloqua Today, select Communicate > Email Marketing on the Navigation bar. Click the Email tab.
  2. From the Tools &Content Components menu, click on Headers or Footers. The Headers example is described below; the process for Footers is the same.
  3. The Email Headers page shows the list of all the current Headers in the application. On the menu next to a selected Header, click Copy Header.
  4. In the Copy Email Header window, the default name is the original name with "Copy of" as a prefix. Enter the New Header Display Name and click Save. The copy is saved to the Tree View under the new name you provided and the Edit Email Header window opens so you can make further changes (if required).

 

Editing Headers & Footers

 

To edit existing Email Headers and Footers:

  1. From Eloqua Today, select Communicate > Email Marketing on the Navigation bar. Click the Email tab.
  2. From the Tools & Content Components menu, click on Headers or Footers (as required).
  3. The Email Headers/Footers window displays the list of all the current Headers/Footers in the application. Click on the menu next to an existing Header/Footer name and select Edit Header/Footer.

 

For detailed information about the Editor and the tools you can use, see these topics:

 

    • Overview of Header and Footer Editor
    • Editing and Formatting Text and Images
    • Inserting Objects in Headers and Footers
  1. Make your changes and click Save.

 

Editing and Formatting Text and Images in Headers and Footers

 

You can access controls for editing and formatting text from the Top Toolbar. The Top Toolbar appears only in Content (WYSIWYG) mode.Using this toolbar, you can perform the following functions on selected text in the field:

  • Cut - Cuts the selected text.
  • Copy - Copies the selected text (including its formatting).
  • Paste - Pastes copied text from an external document into the cursor location. The Paste menu lets you paste either plain text or formatted text.
    Plain text acquires the formatting from the field it is being pasted into. Formatted text retains the source formatting from the document it was copied from. Some word processing and other applications insert special characters in text, so the pasted formatted text may not appear identical to the text in the source document.
    Note: If you copy text in an external document, then use Ctrl + V or right-click in the field and select Paste on the menu to paste into your HTML Email, the text is pasted as formatted text. You can also copy and paste an image by copying it in another document and then right-clicking and selecting Paste in the Design (WYSIWYG) mode of the Editor..
  • Font Type - Opens a menu of different font types. When a font is chosen, highlighted text changes to the selected font type. Font types include Arial, Courier New, Georgia, Impact, Tahoma, Times New Roman, Verdana, and Wingdings.
  • Font Size - Opens a menu showing different font sizes. Once a font size is chosen, the highlighted text changes to the selected font size. Sizes are HTML Size 1 to 7.
  • Bold - Bolds the selected text.
  • Italics - Italicizes the selected text.
  • Underline - Underlines the selected text.
  • Subscript - Changes the selected text to subscript.
  • Superscript - Changes the selected text to superscript.
  • Text Color - Launches the Color Picker window. Once a color is chosen, the selected text or the word in which the cursor is located changes to the selected color.
  • Highlight Color - Launches the Color Picker window. Once a color is chosen, the selected text or the word in which the cursor is located will be highlighted with the chosen color.
  • Remove Formatting of Selected Text—This removes the following HTML from selected text or from the word in which the cursor is located: Font Type, Font Size, Bold, Italics, Underline, Subscript, Superscript, Text Color, and Highlight Color. Once effects are removed, the formatting is the default format used by the Header or Footer.
  • Justify Left - Left justifies the selection (flush with left side of area).
  • Justify Center - Center justifies the selection (centered in the area).
  • Justify Right - Right justifies the selection (flush with right side of area).
  • Justify Full - Fully justifies the selection (flush with both sides of area).
  • Ordered List - Starts a basic numbered list.
  • Bulleted List - Starts a basic bullet list and does not include the ability to change the bullet style.
  • Decrease Indent - Outdents the selected text (moves it to the left).
  • Increase Indent—Indents the selected text (moves it to the right).
  • Spell Checker—Starts the Spell Checker which goes through the text in your Header or Footer to check for typos.

 

Inserting Objects in Headers and Footers

 

The following is the Bottom Toolbar available from the Inline Editor for inserting various objects such as an image, a hyperlink, a field value from the recipient's Contact record, or a Form in the Header or Footer.

aa.png

With this toolbar you are able to perform the following functions:

 

Insert/Edit Image

Clicking the Insert/Edit Image button launches the Image Selector window so that you can select an existing image from the image database or edit an existing image.

 

To insert an image in a Header or Footer:

  1. Click in the area of the Header or Footer where you want to insert the image.
  2. Click Insert/Edit Image. The Image Selector window opens.
  3. Specify the parameter (using the By pick list), enter a search term and click Search to find a specific image or images. You can include wildcards (* to represent multiple characters, ? for a single character). Images matching the search term or all images are displayed. Or click View All to see all available images or Create New to upload a new image or multiple images. You can also access Tools > Upload Image.
  4. Navigate through the images until you find the one you want, then click the Select button associated with the image. The image appears in the Current Image section of the window.
  5. Click OK to select the Current Image, close the window, and insert the image in the Header or Footer.

 

Once an image has been inserted, you can select it in the Header or Footer and set additional features of the image such as the size, text wrapping around the image, border details, and ALT text. For more information, see Managing Image Properties.

 

Insert/Edit Hyperlink

Insert/Edit Hyperlink—Launches the Insert Hyperlink window, allowing you to insert a link.

 

To insert a hyperlink:

  1. Put your cursor in the content area where you want to insert the hyperlink.
  2. Click the Insert/Edit Hyperlink button. The Insert Hyperlink window opens.
    Note: You can select text first to use as the link text, then click Insert/Edit Hyperlink, but in this situation, the Link Type and Text for Link fields are not shown in the Insert Hyperlink window because they have already been selected.
  3. In the Link Type picklist, select the type of hyperlink you want to insert. This can be either a Text Link or an Image Link. The type of the second field in the window depends on the selection you make here.
  4. If you have selected Text Link in the first field, then enter the Text for Link. If you selected a text snippet in the Email before clicking Insert/Edit Hyperlink, this field is populated with the text you selected.
    or
    If you have selected Image Link, click the search button ( ) in the Select Image for Link field and use the Image Selector to find an image to use for the link.
    Note: See the section above, Insert Image, for more information about finding an image.
  5. Select an action to associate with the hyperlink in the When link is clicked picklist. You can choose from the following actions:
    • Open Email in Browser—The recipient clicks this hyperlink to open the Email in a browser. This may be used if the Email does not render properly in their email client.
    • Subscribe to All—Allows the recipient to subscribe to all Email Groups by clicking a single hyperlink.
    • Unsubscribe to All—Allows the recipient to unsubscribe from all Email Groups by clicking a single hyperlink.
    • Subscribe to Email Group—Allows the recipient to subscribe to the single Email Group associated with the Email.
    • Unsubscribe from Email Group— Allows the recipient to unsubscribe from the single Email Group associated with the Email.
    • Send to Subscription Page—Redirects the recipient to a page where they can manage their subscription(s).
    • Send to Subscription List—Adds the recipient’s contact information to a Subscription List.
    • Send to Social Media Site—Lets the recipient post a selected URL (such as a blog post) to a social media site.
    • Send to Webpage—Redirects the recipient to a specific Web page.
    • Send to Hypersite / Hosted Form—Sends the recipient to a specific Hypersite™/Microsite or hosted Form for further interaction.
    • Activate a Mail-To—Opens a new email in the recipient’s email client with the To address filled in so that they can send an email to a specified email address.
    • Open an ICS Calendar File—Allows the recipient to open a calendar request so that they can add an Event directly into their electronic calendar.
  6. Set the additional options associated with some link actions (which will appear as additional fields). For example, if you select Send to Hypersite / Hosted Form as the link action, the window changes to allow you to set additional parameters as shown in the diagram below.
  7. If you selected Send to Webpage only, you will see an option to Insert as Redirect Link. This allows you to ensure that click-throughs will be tracked in Eloqua by redirecting the link through our servers for web pages that do not have Eloqua® tracking scripts included in the code.
  8. Select whether you want the link to be underlined in the Header or Footer (the standard format for links).
  9. Click Insert to insert the hyperlink in the content field and close the dialog.

 

Insert Field

Clicking Insert Field launches the Fields window.

 

To insert a field:

  1. Put your cursor in the Header or Footer where you want to insert the field.
  2. Click the Insert Field button. The Insert Field window opens.
  3. Select an existing field from the Custom Field picklist and click Insert.
    The window closes and the field is inserted in the content field where you placed the cursor.
    bb.png
    You could also select an existing field and click Edit or click New to add a new custom field.

 

Insert Form

Clicking Insert Form launches the Email Form Insertion window.

 

To insert a Form:

  1. Put your cursor in the Header or Footer where you want to insert the Form.
  2. Click Insert Form. A window opens.
  3. Select an existing Form using the Form Name picklist. You can also select a Form and Edit it or Add a new Form.
  4. Once you have selected a Form, you can select a Layout associated with the Form. This is the visual aspect of the Form. Select the Layout from the Layout Name picklist. You can also select and Edit a Layout or Add a new Layout.
  5. Select whether you want to Insert the Style Defined in the Form Layout Theme (from the Layout selected; select Yes) or use the style that has been defined in the Email to which the Header or Footer will be attached (choose No).
  6. Once you have made your selections, click Insert.
    The Form is inserted at the cursor in the Header or Footer and the window closes.

 

Deleting Email Headers and Footers

 

To delete Email Headers and Footers:

  1. From Eloqua Today, select Communicate > Email Marketing on the Navigation bar. Click the Email tab.
  2. From the Tools & Content Components menu, click on Headers or Footers (as required).
  3. The Email Header/Footer window displays the list of all the current Headers/Footers in the application. Click on the menu next to an existing Header/Footer name and select Delete Header/Footer.

 

If there are dependencies on the Header/Footer you are deleting, the Dependency Check window opens. You can Edit (assign to a different Header or Footer) or Delete (permanently remove) each dependency. Note: All dependencies must be resolved before you can delete the Header or Footer. If the controls are greyed out, you will have to go to the dependency and edit the relationship from there.

 

A message box opens to confirm the delete action. If you want to delete the selected Header or Footer, click OK. If not, click Cancel.

kirkdiedrich

Things I learned today...

Posted by kirkdiedrich Jan 27, 2012

1. You can have 3 pieces of Dynamic Content on an email and, if you code them all correctly, they'll all work perfectly. I have a Contact Box with User contact info, a Closing box with a closing statement and the User's name and an User-generated address in the email footer.

 

2. You can grab the HTML code from a Signature Layout and put it in a table inside of a text box and the text will wrap around it. This is particularly of interest to me because I use kind of a hack in the WYSIWYG editor.  I create a text box and then select Edit Source and paste in HTML code built in Dreamweaver. Being able wrap and format a Signature Layout inside that text box is something I will definitely use going forward.

 

3. Eloqua Support is frakking awesome. But, you probably already knew that.

 

That is all.

KB.I.1.3.0 CRM Integration: Error Guide


This article examines CRM Integration Errors - primarily focusing on Salesforce related errors.

 

For information on MS CRM errors - please refer to this MS Error Code guide.  The Integration section is accessible to Customer Administrators.


This article includes:
  Introduction
  API Error Table


Introduction

 

This guide aims to address the majority of SFDC API errors encountered during common integrations. For a complete list of SFDC Integration Errors please visit this link and navigate to Getting Started > Introducing the API > Standard and Custom Data Objects > Core Data Types Used in API Calls.


API Error Table

 

Please refer to the Fix column in the following API Errors Table for more detail on how to fix specific errors:

 

ErrorDescriptionFix
REQUIRED_FIELD_MISSING A call requires a field that was not specified. Either add the required field to the record, or remove the required field from SFDC. Some required fields are standard, and cannot be removed from SFDC.
CANNOT_UPDATE_CONVERTED_LEAD A converted lead could not be updated.Remove Lead ID from the record.
MISSING_ARGUMENT You did not specify a required argument.
SERVER_UNAVAILABLE A server that is necessary for this call is currently unavailable. Other types of requests might still work.Retry Call.
INVALID_EMAIL_ADDRESS A specified email address is invalid.Correct email, and retry call.
MALFORMED_ID An ID must be either 15 characters, or 18 characters with a valid case-insensitive extension. There is also an exception code of the same name.Correct ID in Eloqua and retry call.
INVALID_CROSS_REFERENCE_KEY The specified value in a relationship field is not valid, or data is not of the expected type.
INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY An operation affects an object that is cross-referenced by the specified object, but the logged-in user does not have sufficient permissions on the cross-referenced object. For example, if the logged-in user attempts to modify an account record, that user might not have permission to approve, reject, or reassign a ProcessInstanceWorkitem that is submitted after that action.This indicates Eloqua does not have correct access rights. Correct, and retry calls.
API_DISABLED_FOR_ORG API access has not been enabled for the organization. Contact Salesforce.com to enable API access.This indicates Eloqua does not have correct access rights. Correct, and retry calls.
API_CURRENTLY_DISABLED Because of a system problem, API functionality is temporarily unavailable.Retry call.
INVALID_OPERATION_WITH_EXPIRED_PASSWORD Due to password expiration, a valid password must be set using setPassword() before the call can be invoked. Update Password (and possibly Security token) in Eloqua and retry call.
INVALID_LOGIN Due to password expiration, a valid password must be set using setPassword() before the call can be invoked.Update Login Credentials in Eloqua and retry call.
ORG_LOCKED The organization has been locked. You must contact salesforce.com to unlock the organization.
INVALID_ID_FIELD The specified ID is correctly formatted, but is not valid, for example, it is an ID of the wrong type, or the object it identifies no longer exists.Update Record ID, retry call.
INVALID_SESSION_ID The specified sessionId is malformed (incorrect length or format) or has expired. Log in again to start a new session.Retry call.
INVALID_TYPE_FOR_OPERATION The specified sObject type is invalid for the specified operation.Review the call, and ensure the correct Object is specified. (i.e. ensure Update Lead call is specifying the Lead object)
INVALID_TYPEThe specified sObject type is invalid.Review the call, and ensure the specified Object is valid.
UNKNOWN_EXCEPTION The system encountered an internal error. Please report this problem to salesforce.com.Retry call and if you encounter the error again, contact Salesforce support.
INSUFFICIENT_ACCESS The user does not have sufficient access to perform the operation.This indicates that Eloqua does not have the correct access rights. Correct, and retry calls.
PASSWORD_LOCKOUT The user has exceeded the allowed number of login attempts. The user must contact his or her administrator to regain login access.Contact SFDC administrator, reset password, update credentials in Eloqua and retry call.
LOGIN_DURING_RESTRICTED_TIME The user is not allowed to log in during this time period.Contact SFDC administrator.
LOGIN_DURING_RESTRICTED_DOMAIN The user is not allowed to log in from this IP address.Whitelist the Eloqua IP range.
LOGIN_CHALLENGE_PENDING The user logged in from an IP address that is not included in their organization's list of trusted IP addresses, but a security token has not yet been issued.
LOGIN_MUST_USE_SECURITY_TOKEN The user must add a security token to the end of his or her password to log in.Eloqua does not normally use security tokens - if you do not wish to disable the security token for the Integration user - you'll have to append the token to the CRM Int. user's password in Eloqua.
INACTIVE_OWNER_OR_USER The user or record owner is not active.
INVALID_FIELD_FOR_INSERT_UPDATE You can't combine a person account record type change with any other field update.
CANNOT_REPARENT_RECORD You can't define a new parent record for the specified record.
INSUFFICIENT_ACCESS_OR_READONLY You can't perform the specified action because you do not have sufficient permissions.Indicates Eloqua does not have correct access rights. Correct, and retry calls.
ENTITY_IS_DELETED You can't reference an object that has been deleted. Note that this status code only occurs in version 10.0 of the API and later. Previous releases of the API useINVALID_ID_FIELD for this error.Indicates the record has been deleted from SFDC. Remove ID from Eloqua to avoid this error.
CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY You do not have permission to create, update, or activate the specified record.Indicates Eloqua does not have correct access rights. Correct and retry calls.
STORAGE_LIMIT_EXCEEDED You have exceeded your organization's storage limit.Remove old records and activities from SFDC and retry calls.
INVALID_FIELD The specified field name is invalid.Remove invalid field from call, and retry.

Important:  The product documentation is available on our new help website.

Important:  The product documentation is available on our new help website.

Important:  The product documentation is available on our new help website.

KB.A.1.4.0 Program Builder: Managing Members


This article reviews managing members in Program Builder.  It covers adding members to programs, adding program feeders, and viewing/changing member's statuses in program steps.


This article includes:
Adding Members to Programs
Adding Program Feeders
Managing Member Statuses


Adding Members to Programs

 

Upon creating/opening a program, you will at some point want to add members to your program.  There are two methods to add manually members to a program.  Depending on if you'd like to add the member to the step or to the program (first step in the program): you can use the drill-down arrow at a Step and select 'Add Members to this Step' or from the Members menu > Add Members to Program.

KB.A.1.4a.jpg

The Add Members dialog box allows you to select the source of the members.  The three areas determine if you'd like to add the members 'One-time,' via an 'Upload' or an 'Automatically Recurring' feeder which can continually add contacts to the program or step.

KB.A.1.4b.jpg

Note:  These Processes will add the current Contacts meeting your criteria to the Program Step. However, it will not add Contacts added after your step is run. To continually add new Contacts, set up the Contact Filter, Contact Group, or a Saved Report inside a Program Feeder. See the information under Program Feeders (at the bottom of this article).

 

Sources

For Contact Filter or Contact Group:

Select the existing Contact Filter or Contact Group by clicking the button in the field and selecting the Filter or Group in the Search dialog box.

KB.A.1.4c.jpg

  1. Select any further restrictions (for example, a time span during which the member records were created or modified, or during which a member entered a Contact Group).
  2. Assign ownership using a specific Ownership Rule or assign ownership to the owner of the source Group or Filter.  Once you have set the parameters for choosing members, you can click Preview Members to view the list of members that will be added to the Program. Note: This option may not be available for some of the selections you set up.
  3. Click Continue. The process to add members begins. You will see a message box indicating how many members were added. Click OK to close the box.

 

For Contact Search:

    1. Set up the search terms under Choose Members. Select a field  and whether it Is/Is Not Equal to a specified value or Between a pair of  values. This is essentially a filter set on a single field value.
      KB.A.1.4d.jpg
    2. Once you have set the  parameters for choosing members, you can click Preview Members to view the list  of members that will be added to the Program. Note: This option may not  be available for some of the selections you set up.
    3. Click Continue. The process to add members begins. You will see a message box  indicating how many members were added. Click OK to close the box.

 

Upload Type:

Upload members from a  file source (such as a CSV file) or an integrated CRM (such as Salesforce.com).

You  can elect to upload the members directly from a source such as a CSV file or  Salesforce.com leads. For example, if you select Contacts and click Continue,  then the Contact Upload wizard opens to allow you to upload Contacts as the  source for the members to be added.

 

Program Feeders:

Set up an  automatically recurring feed that sends members meeting specified criteria to  the Program Step.

Use this to set up the  automatically recurring addition of members to the Program step. You can select  an existing Program Feeder from the drop-down list, or select and Edit an  existing Feeder or create a New Feeder.


Adding Program Feeders

 

Program Feeders are used to automatically add members into the first Step of a Program or to a specific Program Step based on Group membership, a Contact Filter or visitor Saved Report.

  1. In the Automatically  Recurring section (the bottom section in the dialog box), you can choose a  Program Feeder from the picklist, choose and Edit an existing Feeder, or create  a New Program Feeder. In this procedure, we will create a New Feeder as an  example, so click New.
  2. Set the parameters for  the Program Feeder:

    The name of the Step to which you are adding the Feeder is  shown as read-only in the Add members to program step field.


    Program Feeder Name—Fill in the name for the Program Feeder which  will be shown at the top of the Step to which it is added.


    Source of Program Members—Specify where you want the Program  members for the Feeder to be drawn from. Note: The items listed below  are for Contacts. But depending on what is selected on the Program Step Details  page, other types of data entities such as Prospects, Companies, and Data Cards  could also have some or all of the options shown.


    Contacts in Filter—Pull from a Contact Filter. When you  select this option, the next field becomes the Contact Filter field. You can  click the button to search for and add an existing Contact Filter or create a  new one. Note: If you select an Activity-Based Filter, this can be run a  maximum of once per day due to the load it imposes on the system. An Inactivity-Based  Filter can only be run once per week. You will see messages in this regard if  you select one of these Filters. In addition, note that feeders using  Activity-Based Filters will place a contact into the program if there has been  any activity by that contact since the last time the feeder was evaluated.


    Contacts in Group—Pulls from a specified Contact Group. When  you select this option, the next field becomes the Contact Group field. You can  click the button to search for and add an existing Contact Group or create a  new one.


    Contacts in Group and Filter Overlap—Pulls members that are  both in a selected Contact Group and a selected Contact Filter. When you select  this option, two fields appear to allow you to select a Contact Group and a  Contact Filter. You can click the buttons to search for and add an existing  Contact Group and Contact Filter or create new ones.
    KB.A.1.4e.jpg

    Contacts in Saved Reports—Pulls Contacts in the application  from a specific saved Report. When you select this option, click the button in  the field that appears to select an existing Contact saved Report—for example,  an Outlook® or QuickSend Email Opens list.


    Visitors in Saved Report—Pulls website visitors  from a specified saved Report. When you select this option, click the button in  the field that appears to select an existing saved Report or select and Edit a Report to provide members to the Program Feeder.

    Note: If you select  this option, an additional field, Add to Program Builder As, allows you to  select the Data Entity to add the members as to the Program. You can also click  the Edit button to choose the Visitor Profile Fields that will be used for  mapping.
    KB.A.1.4f.jpg

    Evaluate—From the picklist, you can select how often you want  the Source Conditions to be evaluated (ranging from once Every hour to once  Every Year). You can also select Restrict Evaluation Time to further restrict  when the evaluation takes place so that members are only fed into the Program  on a schedule that you control.
    KB.A.1.4g.jpg

    If you select the checkbox, additional options appear:

      • Select a Time Zone—You can choose the Time Zone for the  schedule to follow. This is particularly useful for setting up Programs for a  specific Time Zone so that you don't have to do any calculations to find the  equivalent in local time. Important: If you have selected or built a  schedule, and you change this setting, always click Update Time Zone to apply  it to the schedule.
      • Start with a Standard Schedule—Choose a standard  business-hours schedule from the picklist and click Apply Standard Schedule to  create the schedule or replace the current schedule (click OK in the  confirmation dialog box that opens). You can also select a schedule, then edit  () or delete () individual rows using the buttons next to each.
      • Add Custom Schedule  Item—If you choose a Standard Schedule, you can add line items to the schedule  by clicking this button.
      • Advanced OptionsThis is used to set  the ownership of the members who are entering from this Feeder to support  functions to require an action from the owners or to execute an action on  behalf of an owner. You can also select and Edit an existing Ownership Rule or  Add a new rule.
        KB.A.1.4h.jpg
      • Ownership Rule to useClick  the button and select a specific Rule that will assign members to one or more  owner(s) based on specified criteria. See the Ownership Rules article  for more information.
      • Do Not Evaluate Before  (EST)Set the date and time at which to make the current Feeder active.  This is set to Eastern Time.
      • Further restrict  members by—You can select an option in this picklist to allow only members that  meet the criteria selected (for example, that the members fed into the Program  must have been created or modified within the evaluation time created by  setting the start point above (Do Not Evaluate Before).
      • Add all members...—By selecting this, you ignore the further  restrictions set in Further restrict members by the first time the Feeder is  run. This is to ensure all current members in the Program member source are  added on the first pass, but only those meeting the criteria are added  thereafter.
        Note: This option does not appear if you have selected  Visitors in Saved Report as the source of Program members.
  3. Once you have  selected all the settings, click Save and Close to save the Program Feeder. If  you want to enable the Feeder immediately, you can click OK in the dialog box  that opens to make the Feeder active.

    Otherwise, click Cancel (you can activate the feeder later).

    You can also run the Feeder  once each time you click run it manually. To do this, in the Program, click the  Feeder in the Step you added it to, then click one of the Program Feeders in  the View Step Inputs dialog box. At the bottom of the Program Feeder dialog  box, click Save, then OK in the confirmation box to enable the feeder. Then  click Run Manually to run the Feeder once. The owner of the Program will  receive a notification email when the processing is completed.

 

KB.A.1.4i.jpg


Managing Member Statuses

 

You can view and change the  status of members in a specified Program Step.

Warning! Use extreme caution  in changing status as the change could cause Program members to execute the  same action more than once. This feature should be used by Advanced Users only.  Contact Eloqua® Support for more information.

    1. From the Program menu on  the Task bar, select Program Management. The Program Management dialog box  opens.
    2. Select Change Program  Status (Advanced Users) is selected and click Continue.
    3. In the Change Program  Status dialog box, select the Current Step in the Program (the step that you  want to check and/or change the status setting for).
      KB.A.1.4j.jpg
  1. Select the Member Type (Contacts, Prospects, Companies, or Data Cards) from the  picklist.
  2. The Current Status is  shown. Select the New Status from the New Status picklist. The following list  shows possible step member status states:
    Action in Progress or ScheduledThe action is  currently running or is scheduled to run.

    Assigning OwnershipOwnership is currently being  assigned.

    Awaiting actionThe Action is ready to run on the  Program members.

    Awaiting Decision Rule Re-evaluationThe Program  members are ready to be evaluated by the next Decision Rule.

    Awaiting owner reallocation evaluation and step move—Members  are awaiting an Action by their owner to move them to a new Program Step.

    Awaiting rule evaluation—Members are awaiting evaluation of  an Ownership Rule.

    Awaiting tool data commitAwaiting user input from a  data tool execution (Internet Data Engine or Deduplication Engine).

    Currently being added to Condition—Members are currently  being added to a Condition for evaluation on the Condition criteria.

    Currently being added to Program—Members are currently being  added to the Program.

    Excluded from Email Batch: Error or BouncebackError  occurred in adding a member to an Email Batch recipient list. This could be  caused by a bounceback status or an error.

    Excluded from Email: Bounceback—Members are set to have  "bounceback" status and are therefore excluded from an Email send.

    Excluded from Email: Campaign Unsubscribe—Members are set to  have "unsubscribe" status for the Email Group and are therefore  excluded from an Email send.

    Excluded from Email: Distribution List or Brochure  Resend—Members are set as having already received the Email or as being  excluded through the Distribution List and are therefore excluded from an Email  send.

    Excluded from Email: Email Address Error—Members are set as  having an error in the Email Address and are therefore excluded from an Email  send.

    Excluded from Email: Global Exclude—Members are set as being  on the Global Exclude list (for all Email Groups) and are therefore excluded  from an Email send.

    Excluded from Email: Master Exclude—Members are set as being  on the Master Exclude list (for all Distribution Lists) and are therefore  excluded from an Email send.

    Excluded from Email: Unsubscribe—Members are set to have  "unsubscribe" status for the Email and are therefore excluded from an  Email send.

    Member cannot be moved to stepMember was configured  to move to a step that does not support its member type.

    Ownership Available—The member's ownership is available and  may be taken by an Agent.

    Paused by AgentThe agent manually paused the member  for a defined amount of time. The member will be un-paused when that time  elapses.

    Was not sent QuickSend: Possible Error—Members are set as  having a failed QuickSend attempt due to a possible error.

  3. Click Change Status to  change the member status in this Step of the Program. All members of the  selected Type with the selected Current Status will have the New Status  applied.

Important:  The product documentation is available on our new help website.

KB.A.1.3.0 Program Builder: Decision Rules

 

 

This article includes:
Introduction
Decision Rule Menu: Access and Creation
Decision Rules & Parameters


Introduction

Decision rules are used to evaluate members and send them down different paths according to the results of the evaluation. They are located in the decision points in a program, indicated by a diamond shape in the program flowchart.


Decision Rule Menu: Creating and Configuring

 

 

Creating a Decision Rule

  1. In an existing step of the Program, on the menu in the step, click Edit Step Path. The Define Path from Step dialog box opens.
  2. 3d

  3. Fill in or select the following:
  • Decision Rule Name—Give the new Decision Rule a name, preferably one that clearly reflects its function. You may also put a number in front of the name if you prefer to have numbered steps in your Program.
  • Evaluate—Select the timing for the evaluation carried out by the decision step. You can set the decision rule to evaluate Immediately (with no delay when the Program is enabled and run) or choose from a wide range of options (from After 1 hour to After 1 year) in the picklist.
  • If you are inserting this Step in the middle of an existing flowchart (as opposed to in the last Step), you will see some options to control what happens to the Steps after the Decision Rule. You can choose to Continue Existing Path (connect the existing Steps to either the Yes branch (if the Rule criterion is met) or No branch (if the criterion is not met) of the Decision Rule; you will still have to set up the branch you do not select), or you can choose to Orphan Existing Path (disconnect the Steps after the Decision Rule from the Program flow). In the latter case, these Steps are retained, but are not longer part of the automated marketing Program flow and are not executed.
  • Decision Rule—Select the Type of the Rule from the left-hand window (All includes all of the available Decision Rules, and the specific types include subsets of the full list). Choose the specific Decision Rule from the right-hand window. When you choose a Rule, additional parameters that you must set appear at the bottom of the dialog box, depending on the specific Decision Rules selected. The full list of Decision Rule Types and the parameters that must be set for each is provided in the article List of Decision Rule Types and Parameters.
  1. Click Save and Close to save the decision rule and add it to the Program flow.
  2. 3e 

  3. You still need to set up the path and additional Step(s) that are not yet in place (the yellow "yield" icon indicates that the Decision Rule setup is not completed). Add a Yes path (Edit Decision Yes Path) or No path (Edit Decision No Path) to the Decision Rule from the menu. Until you finish this, the yield sign is shown next to the Decision Rule to indicate that it does not have all paths required yet to accommodate the results of the evaluation.

Configuring

All functions related to decision rules can be accessed through the decision rule menu.

1.3a

Edit Decision Rule - This opens the Decision Rule Details window.
Edit Decision Yes Path - Once you have selected a decision rule, you have a Yes or No outcome for each member.

Select Edit Decision Yes Path to define the next step if the decision criteria is met. Once selected, you are presented with a screen to select the Path type. The available options are similar to for Edit Step Path for a Program Step with the addition of Re-try Decision Rule on a specified schedule.

Note: The options shown in the Define Path from Step window depend on the current configuration of your program. For example, the Link to an orphaned decision rule option is not shown unless an orphaned (disconnected) decision rule exists in your program.

1.3b

Edit Decision No Path—Select Edit Decision No Path to define the next step if the decision criteria is NOT met. Once selected, you are presented with a screen to select the Path type. The available options are similar to for Edit Step Path for a Program Step with the addition of Re-try Decision Rule on a specified schedule.

  Edit Decision Ownership Rules—Allows you to apply an ownership rule depending on the results of the decision (for the Yes and No results).

1.3c

Delete Decision Rule—This deletes the current decision rule. All Paths below the deleted decision rule become an orphaned path and not connected to the program and cannot flow (you can reconnect these from the previous Step above the deleted Step). If any member are in the Steps of an orphaned path, they should be moved to a Step that is still connected to the program or the orphaned path should be reconnected to the program.

 


Decision Rules & Parameters

Notes:

  • Decision rules for Groups and Filters will be set to the appropriate data entity (for example, Company Groups and Company Filters). If multiple data entities are selected in the Program Steps, then the default for decision rules is Contacts.
  • In the Descriptions below, an evaluation returning a value of Yes for a member routes that member down the Yes path from the decision rule, whereas an evaluation returning a value of No routes a member down the No path. In most cases, a member must meet the specified criteria to be routed down the Yes path, but in a few instances (such as Segment Membership), you have the option of controlling routing for a member meeting the criteria.

Icon Glossary:
Contact  Contacts
Prospect  Prospects
Company  Companies
Data Card  Data Cards

 

 

 

Decision Rule DescriptionApplies to Type
Action Expired Checks if previous Action expired for the member. There are no additional parameters to be set for this decision rule. Flow
Agent Yes/No Decision Holds member in previous step awaiting Agent to select yes or no and will route to next step accordingly. There are no additional parameters to be set for this decision rule. Flow
Clicked-through to website from any email Checks if the member has clicked-through from any or specified emails within the time span selected.
  In the parameters, selected whether the member has clicked through from any Email, from a specific Email Group (Campaign; select the Email Group), or from a Specific Email (select the Email). You must also set the number of times the member clicked-through and the specific Time Span (in days, weeks, months, or years). Note: The acceptable Time Span is between 1 day and 1 year.
Activity
Comparison between two Date Contact Fields Checks if the date criteria set up between two Contact fields is correct. For example, you can check for an interval between the date a Contact record was created and the date it was last modified to see if there have been any recent changes or updates to the record. Time Frame
Condition Membership Check if member is part of a condition. If the condition is not met, you can choose whether to send them down the Yes path or the No path from the Decision Rule. Data
Contact Field Comparison The decision rule compares the value of two fields and generates a Yes or No results based on that comparison. Descriptions of the parameter options are provided below.
  Is/Is Not and Equal to/Between
  This are the options for most Contact fields selected. The rest of the options shown below are for dates.
Data
Contact Field has Value Check if the Entity Field contains any value (other than null or blank). Data
Contact has Membership in Another Program Check if member is also a member in another specified Program. Data
Contact is in Contact Filter Checks if a member passes the criteria in the specified Entity Filter (is "in" the Filter). Data
Contact is in Contact Group Checks if a Contact is in a specific Contact Group. Data
Contact's Linked Company Field Comparison Single-value Filter to check member field value against a specific Company field value. You can also select and Edit a Company field or create a New field as the basis of comparison. Data
Current Date Comparison to Contact Field The decision rule is used to make comparisons between the current date (and, for some options, the current time) and a date value (and possibly a time value) in a specific field. For example, it could be used to identify whether an event date or permission expiry date happens within the next few days (to determine if a follow-up Email should be sent). Time Frame
Current Date is a specific date Set the time zone and the specific date to which to compare the current date. This will evaluate to true or Yes when the current date is the date selected. Time Frame
Current Date is a specific day of the month Set the time zone and the day of the month to which to compare the current day of the month. This will evaluate true when the day of evaluation matches the number chosen. For example, if you enter "15", this rule will evaluate as Yes all day long on the 15th of every month. This may be useful if you want to send a newsletter or update on the same day every month. Time Frame
Current Date is a specific day of the week Set the time zone and the day of the week to which to compare the current day of the week. This will evaluate to true or Yes when the current day matches the day entered in the field. This may be useful if you want to send an email once a week on the same day. Time Frame
Current Date is after a specific date Set the time zone and a specific date. This will evaluate to true when the current date is after (not including equal to) the date value selected. For example, if you select March 31, 2012, this Rule will evaluate as Yes starting on April 1, 2012 and always thereafter. Time Frame
Date in Contact Field is today (any time) Evaluates to Yes if the date in the selected Entity Field is the same as the current (today's) date. The time is not relevant to this evaluation. Time Frame
Does Contact have "bounceback" status? This rule determines if the member has had a bounceback on an email sent to them (producing a bounceback status). There are no additional parameters to set for this rule. Data
Does Contact have "unsubscribe" status? This rule evaluates whether the member is set to universal "unsubscribe" to prevent having emails sent to them. There are no additional parameters to set for this rule. Data
Has Program Step Owner This will evaluate to Yes when the Program Step prior to the Decision Rule has a specified owner. There are no additional parameters to set for this rule. Flow
Linked Data Card Comparison Will perform a simple evaluation on a Linked Data Card (for example, a set of Data Cards for an Event that are linked to Contacts in the Program). Select the value to be returned from the evaluation (No or Yes) if no linked Data Card is found for a member. You must also select the Data Card Set that may contain Linked Data Cards and the field used in the Set that you want to evaluate, the operators (Is/Is Not, Equal to or Between). Finally, enter any field value(s) required to evaluate against.
  For example, through the Linked Data Cards for a specific Event, you can determine whether the members in the Program attended the Event.
Data
Linked Data Card Status Performs an evaluation on a Linked Data Card to determine Data Card Status.
  The evaluation returns a Yes value if the selected Status is the one set for the member affiliated with a Linked Data Card.
Data
Opened  Email

Checks if the member has opened any or specified Emails within the Time Span selected.
    In the parameters, selected whether the member has opened any Email, opened Emails from a specific Email Group (Campaign; select the Email Group), or opened a Specific Email (select the Email). You must also set the number of times the member opened Emails and the specific Time Span (in days, weeks, months, or years).

Note: The acceptable Time Span is between 1 day and 1 year. Also note that viewing the Email in the preview panel of the email client counts as an open, so keep this in mind when setting the number of opens.

Activity
Percentage-based routing This rule will route the specified percentage of members to the Yes path from the decision rule and the rest on the No path. This is useful for A/B (split) testing. Note: This is not a random percentage-based routing, as it is based on system-generated IDs. Flow
Segment Membership This rule checks to see if a member is part of the specified Segment. You must also select the value to be returned if the member is not in the Segment. Data
Sent  Email

The Sent Email gives you five different options for selecting any email, a specific email, or a specific type of email. If the member matches your selection, then Yes is returned

  
  • Sent any Email—Select this if you want to test whether the member has been sent any Email from the Eloqua® application.
  • Sent any Email from Specific Agent—Select this option and click the button to search for a specific Agent.
  • Sent Email from Specific Campaign—Select this option and click the button to choose a specific Email Group. If the member was sent any Email from that Group, they meet the criteria.
  • Sent AutoTracker email—Select this option to evaluate whether the member has been sent any Email from Eloqua for Microsoft® Outlook®. This type of Email is usually sent by salespeople from their email client.
  • Sent Specific Email—Select this option and click the button to choose a particular Email.
  •  
 
Activity
Submitted a Form Checks to see if a particular Form was submitted based on Time Span. Click the button to search for and select the Form, then set the number and the value for the Time Span. Activity
Subscribed to Campaign Checks if a member Is or Is Not in a selected Subscription Group (subscribed to a particular Email Group). Activity
Visited Hypersite Checks if the member has visited a particular Hypersite and in which Time Span. Click the button to search for and select the Hypersite, then set up the Time Span. Activity
Visited Website > X Times Checks to see if the member has visited the website more than a specified number of times. This could be an indicator of interest or have consequences for Lead Scoring. Activity
Visited Website > X Times since entry into current step Checks to see if the member has visited the website more than a specified number of times while in this Program Step. Activity

Important:  The product documentation is available on our new help website.

Let’s talk about another awesome social plug-in available to you in the wonderful world of Eloqua – the Facebook Recommendation Component! Nothing gives visitors to your site that warm and fuzzy feeling like having web content recommended just for them, based on what their compadres are liking and sharing. Sound good? Of course it does! So let’s begin!

 

How? Well I’m Glad You Asked!

 

1.         On your landing page, select the “Cloud Component” icon to bring up the Cloud Components menu box

 

IMage 1.png

 

Image 2.png

 

2.         Drag the “Recommendations” component onto your page so that it pops up like so…

 

Image 3.png

3.         Then you want to double click on the component so that you can configure it. This is where you make it pretty and add the URL of your site. Head’s up! You will need an API enabled account to log-in and complete this step.

 

Image 4.png

 

4.         Now save your settings and either preview it through the configuration window to see what pops up…

image 5.png

5.         Or close the configuration window to be returned to your landing page where you can preview the entire thing!

 

image 6.png

 

6.         But what if your visitor is not logged into Facebook? Will there just be a big empty void where the recommendations should be? Fear not intrepid user! In that case the plug-in will recommend the most popular web pages on your site to show off all your fabulous content!

 

 

Happy Marketing!

Important:  This product documentation is available on our new help website.

KB.E.2.2.0 Configuring Email Batches


This article reviews using Signature Rules/Layouts, Splitting of Scheduling and Troubleshooting Email Batches.

 

This article includes:
Signature Rules/Layouts
Splitting and Scheduling Email Batches
Troubleshooting and FAQs


Signature Rules/Layouts

 

Adding customized Signatures to emails provides a touch of personalization.  Signature Rules personalize the Email Header (Sender Display Name, Sender Display Address ("From"), Reply-to Display Name, and Reply-To Address).  This is an example of a Signature Rule with the expanded Advanced Options:

 

Signature Rule

 

Note: Email Header personalization is subject to the Signature Rule configuration. By default, Signature Rules are set to override the Email Details when applied to a Batch, but this can be deselected or modified to only override specifice Sender info.

 

Signature Rules are selected in step 3 of the Email Batch wizard.  If you'd like to review the number of recipients that match the Rule's criteria, click 'View Rule Statistics.'

 

Signature Rule & Statistics

 


Splitting and Scheduling Email BatchesStep 4 of the Batch wizard allows you to split an email batch into smaller sections and/or deploy the batch at an alternate date and time.  To deploy the batch at a later date/time, select the option 'Deploy email at an alternate date and time.'  The Advanced Options allow you to specify if you'd like the batch to be split into equal sections or a set number of emails per day.  Upon making a change to the Advanced Options, clicking the 'Update Schedule' button refreshed the scheduling parameters.  Here is a short clip demonstrating Splitting and Scheduling of an Email Batch"


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If you are having trouble viewing this clip, try clicking here.


Troubleshooting and FAQs

 

To be expanded at a later date.

KB.E.2.1.0 Exploring Distribution Lists


This article is an overview of Distribution Lists and how to troubleshoot recipeint-related problems/queries.

 

This article includes:
Accessing Distribution Lists
Managing Distribution Lists
Appending Distribution Lists
Managing Eligibility Criteria of Distribution Lists

 


How to Access Distribution Lists

 

Distribution Lists can be accessed through Email Marketing > Email > Lists (sub-tab).

 

Managing Distribution Lists

The menu next to a Distribution List includes these options:

  • Distribution List Details - Provides details/controls for the Distribution List, including the Name (keep in mind that the Lists are sorted alphabetically), the Description (optional), and the Included and Excluded members broken down by category.
  • Edit Security - Manage a user group's ability to view, edit, delete, or have security rights to a Distribution List. Note: You must have sufficient rights in the Eloqua system to edit security; contact your Solutions Manager for more information.
  • Copy List - Allows you to copy the selected Distribution List and save it under a New name. Once you've renamed the Distribution List, click Copy Distribution List to save it under the new name.
  • Append List - Lets you append other Distribution Lists to the selected Distribution List.
  • Email Distribution List Dashboard - Collection of the most important Reports for the Distribution List.
  • Move to Folder - Allows you to move the Distribution List to a folder in the Tree View so that you can organize your Lists.
  • Archive Distribution List - Moves the list to a subfolder called Archived Distribution Lists. Archived lists can be un-archived at any time.
  • Check Dependency - Usually used prior to deleting a List to manage any dependencies on the list by other objects or marketing assets in Eloqua.
  • Delete Distribution List - Deletes the list from the Eloqua® system once all of the dependencies on it are resolved.Email Batch control allows you to lock, repair, or delete Email Batches that have not yet been completed. It is recommended that you do not delete a completed Batch as this will also remove the related reporting for the Batch.

 


Appending Distribution Lists

 

You can increase your efficiency for assembling Distribution Lists by appending one or more Lists to it to create a List that combines a number of Contacts.

 

  1. Select the List to which you want to append another List to open it in the editing mode.
  2. From the Actions menu on the Task bar, select Append List.
  3. In the Distribution List Search window, you can enter a part of the Name, the Owner, or the range for the Created Date and click Search to get a list of matching Distribution Lists. Or you can click View All (to see all available Lists), View Recent (to see your recently-viewed Lists), or Create New (to build a new Distribution List). If you search for or view the Lists, click on every List in the results that you want to append to the current List.
  4. When you have moved all the Lists you want to append, click OK. The Distribution Lists Selected are appended to your initial List.
  5. Click the Update button to show the most up-to-date member counts for your initial Lists with the appended Lists included, then click Save.

Managing Eligibility Criteria of Distribution Lists

 

The Customer Administrator can apply different Distribution List Defaults to all users, or to specific users or user groups, based on specified criteria. The focus of this feature is on manual Batch Email deployments. The feature allows a Customer Administrator to set restrictions on Distribution Lists that are enforced in Email Batches for groups of users included in the defaults, or for specific users. In addition, the Administrator can create Eligibility Criteria—restrictions that specify the particular Contact Groups, Contacts that meet Filter criteria, and Contacts from specific Domains—that Batch distributions can be sent to from specified user groups or individual users. This allows the Administrator to tightly control which users can send Batches to particular recipients, based on Contact data or metrics.

 

Note: When users create Distribution Lists, they must be aware of the criteria in the Eligibility Criteria that apply to them. For any category where the Customer Administrator applies restrictions, users will not be able to send Batch Emails to Contacts not identified in their Eligibility Criteria. For example, if the Administrator sets limits on domains that users can send to, and if the user does not have "XYZ123.com" in their list of Eligible Domains in the Eligibility Criteria, then they will not be able to send Batch Emails to any Contacts with this domain in their email address.

 

This topic covers the following procedures:

  • Setting up Distribution List defaults
  • Viewing and Testing Distribution List defaults
  • You can set up Distribution List defaults for a selected group of users or for specific users within a group by selecting the users included, then specifying the details of the defaults.

 

To set up Distribution List Defaults for groups of users:

  1. Navigate to Setup> Management> User Management.
  2. On the Function bar, select User Defaults and Settings> Default List for Users.
  3. Select Users based on choosing a list of All users, users in a specified Security Group, or users in a specific Folder in the Tree View.

You can select specific users from the list of all your Eloqua® users, apply the same settings to one of your Eloqua® Security Groups (such as Advanced Marketers), or apply settings to all the users in a folder you have set up in the Tree View (for example, "Database Marketing Technicians"). In this way, you can set the same permissions and limitations on a number of users at the same time.

 

Note: Once you have set the Defaults for users, you can access the settings by clicking on the View Existing List button on the menu next to the user, or, on the menu next to an individual user (under the Users tab), click Distribution List Defaults to see the settings applied to that user. If you are a Customer Administrator or Partner, you can also edit the user's for Included, Excluded, and Eligibility Criteria. Make sure that whenever you first view a Distribution List or make changes, you click Update to make sure that the numbers shown are correct.

 

  1. Select either all users in the list (choose the checkbox at the top of the column in the title bar next to Name) or specific users in the list (by selecting the checkboxes next to them). If you select particular users in the list, to show only the selected users in the list, choose Display only selected items.
  2. Configure the Included members for Batches sent by the selected group of users. Click on an item in the Type column to select one or more items of that type. Here is a list of the every selectable Type and a short description of each. Note: Not all of these Types will appear for every different type of Distribution List. Some are for channels other than Email, such as PrintMail™ or Call On Demand.

 

Type

Description

Contact Group MembersInclude the members in selected Contact Groups. Contacts require an Email Address as the unique identifier for the record.
Prospect Group MembersInclude the members in selected Prospect Groups. Prospects may have, but do not require, Email Addresses, and are uniquely identified by a different field value.
Filter ContactsInclude Contact Filter members to the List. For example, a Filter may include all Contacts in your database that reside in Detroit or Chicago. Selecting the correct filter criteria allows you to include contacts based on the values in particular contact fields, their activities, or their inactivity.
Filter ProspectsInclude Prospect Filter Members to the List.
Search for IndividualsInclude selected individuals from your database. You can find individuals using search parameters.
Email RecipientsInclude the recipients of a previous Email.
Email Group MembersInclude the members in a previous marketing campaign (an Email Group).
Data Card Set MembersInclude the members of Data Card Sets (used to contain registrant or respondent information for Events or Surveys). This allows you to convert Data Card (temporary) information to permanent information in your database.

 

  1. Once you have configured all the Included types, click Update (next to Total Possible Recipients) to update the Members Found in the Included table and the Total Possible Recipients count.

Warning! The previous counts will be preserved until the next time you click Update. If you have made changes, you must click Update to see the correct counts in these areas.

 

  1. Configure the Excluded members that are subtracted from the Included members. You can click on an item in the Type column to select one or more items of that type.
  2. The excluded types are the same as the included, except that they subtract/exclude the identified type.

  3. When you have configured all the Excluded types you want to use, click Update again to update the Members Excluded column in the Excluded table as well as the Total Possible Recipients count to show the Total Members Included minus the Total Members Excluded.

Warning! The previous counts will be preserved until the next time you click Update. If you have made changes, you must click Update to see the correct counts in these areas.

 

  1. Configure the Eligibility Criteria to create the set of allowable conditions for members used in Distribution Lists created by the selected users or group of users. You can use the Conditions to enforce administrative or campaign guidelines on the Distribution Lists used. Members who are Included and not Excluded must also meet the Eligibility Criteria to be included in the final Total Possible Recipients (unless Criteria are not set). If they do not meet the Eligibility Criteria, they become Ineligible Members.

 

Here is a list of the every selectable Type and a short description of each.

Note: Any Type for which you do not set at least one Condition has no Conditions, meaning that it will not designate any members resulting from the Included and Excluded types as Ineligible.

 

 

Type

Description

Contact Group MembersInclude the members in selected Contact Groups. Contacts require an Email Address as the unique identifier for the record.
Filter ContactsSet Filter Contacts for the Contacts to be included in Distribution Lists. For example, you may set a Filter to include the countries, states, or cities in which you operate in or to which you can deliver your product.
DomainsSet eligible Domains for Contacts to be included in Distribution Lists. You can use this option to restrict emails to specified email domains. For example, for internal HR emails, you may restrict the email domain to your own company domain. Or you may restrict particular user groups to send emails only to particular customers as specified by the Domain.

 

  1. Once you have set the Eligibility Criteria (if any), click Update again to update the Ineligible Members column in the Eligibility Criteria table and the Total Possible Recipients count. The count is now equal to (Total Members Included – Total Members Excluded) – Ineligible Members.   

 

Warning! The previous counts will be preserved until the next time you click Update. If you have made changes, you must click Update to see the correct counts in these areas.

 

  1. When all the Included and Excluded members and Eligibility Criteria have been set, you can click Add Defaults (if you are setting up the Distribution List Defaults and Eligibility Criteria for the first time for these user groups) or Replace Existing Defaults (to replace a previous set of Defaults and Conditions for these users). Click OK in the confirmation dialog box that opens. Distribution Lists created by these users going forward will include the Defaults and Conditions that you have configured.

KB.E.2.0.0 Email Batch Troubleshooting


This article is intended to help you understand the basics of email batches and how to troubleshoot a batch.

 

This article includes:
Glossary
Instructions on how to access Batch Control
Using Batch Control
Troubleshooting and FAQs


Glossary

  • Batch Detail - This displays: Batch Name, Description, Creation Date, Owner, Distribution List; Email details (name, group name, subject line, etc.);
  • Batch Control - For information on when the Batch was sent and details on who it was sent to. If an Email Batch was not successfully completed or has not yet been sent, this is where the Batch can be deleted from the Eloqua® system, locked, or repaired. This displays: Batch Schedule, Recipient information (breakdown, successfully sent, failed to send), Lists of Included/Excluded Recipients, Email Deployment Log.
  • Ghost Batch - If the batch wizard is not completed correctly, the batch may appear to be visible in the batches section and displaying that it is ready to send, but will not deploy.  Identifying and resolving Ghost Batches will be reviewed in the Troubleshooting section.

     

    Note: Do not delete successfully completed Batches as all reporting will be lost on those Batches.
    Tip: Before deleting a Batch that appears to be experiencing problems while sending, first attempt Locking the batch.


    How to Access Batch Control

    Depending on your version of Eloqua, the Batch Control can be accessed either through Setup or through Email Marketing > Email > Batches (sub-tab).  Upon accessing Batch Control, you can use the drill-down arrow beside the batch name to either access Batch Details or Batch Control.  The Batch Control (tab or Setup button) will also display Archived and Expired Batches.


    Using Batch Control

    Email Batch control allows you to lock, repair, or delete Email Batches that have not yet been completed. It is recommended that you do not delete a completed Batch as this will also remove the related reporting for the Batch.

    If the Batch has already been sent, then Batch Schedule and Recipient Information is shown in the Task Area on the right. In addition, you can view the Included/Excluded Recipient Summary (showing Distribution Lists and other recipients included in the Batch) from this page, the Recipient Breakdown by Status Report (showing the results of sending the Batch), the Recipient Breakdown By Scheduled Date Report (if applicable; view the recipient's sent Emails by date), or the Email Batch Notification History Report (showing Emails sent out to notify you that a Batch has been completed).


    If the Batch has not yet been distributed: Forward-looking information and options similar to the sent Batch are presented. However, you can also choose other options on this page, depending on the status of the Email Batch:

  •  

  • Send Email - If there are eligible recipients in the Distribution List that have not yet been sent the Email
  • Lock Batch - To prevent any Emails from being sent, even according to the schedule
  • Repair Batch - To try to fix errors in the Batch that prevent successful completion
  • Ignore Errors - To ignore errors in the Batch and try to send Emails anyway
  • Delete Batch - To delete the Batch before any emails are sent
  • Force Complete - To force the batch status to completed.  This will not send the batch, and is simply a status change.
  •  

    Troubleshooting and FAQs

    1. Scenario: The batch is visible in the batches section but it has not deployed at the appropriate time, or has taken more than an hour to deploy.

      Possible Reason: Ghost Batch - The batch wizard was not completed (i.e. did not reach the last step), and has thus created a Ghost Batch.  This batch will never send, and should be locked and deleted.  You can confirm Ghost Batch by reviewing Batch Control.

      Ghost Batches will not have any emails sent and will have no activity in the 'Email Action Deployment Log.'

      Solution: Lock and delete the batch, then recreate the batch and complete the Batch wizard.  If this batch is not deleted, the application will prevent resending to recipients.   


    2.  

      Having trouble viewing this video? Click Here


    3. Scenario: My batch has been scheduled, but has not deployed; can I edit the email?

      Answer: When a batch is sent recipients will always receive the most recent version of the email.  Any changes made to an email between the time that a batch is created and the time it is sent will be reflected in recipients' inboxes.


    4. Scenario: My batch has been scheduled, but has not deployed, can I modify the Distribution list?

      Answer: No. When a batch is created, the list of contacts who will receive the email is locked.  Any changes made to the distribution list after the batch is created will not be reflected when the email is sent.


    5. Scenario: My batch has been scheduled, but has not deployed, can I modify the scheduled deployment time?

      Answer: No, once a batch has been created it cannot be edited.  If you would like to change the time that an email is scheduled to be sent, you must delete the batch and create a new one.


    6. Question: How many emails can I send at a time?

      Answer: While there is no hard limit on the number on the number of contacts that can be included in a batch, it is recommended that you send no more than 100,000 emails per hour.  This will help ensure optimal deliverability and server performance.

    This article has been retired - for an updated on Email Creation, please visit this section in Know It.

    When it comes to Cloud Connectors, one question that I am often asked, is weather or not they can be used with E10.  The answer to this question of course is yes, they can!

     

    Using a Feeder, since it is hosted outside of Eloqua, requires no configuration from inside of Eloqua itself.  You simply visit the site where the app is hosted, configure it, and it feeds contacts into Eloqua regardless of the version. 

     

    But what about Program Builder, wasn't that just for E9?  While it is true that step based Cloud Connectors are currently available only through Program Builder, that doesn't mean that they are just for E9.  Program Builder is in fact still available in E10!  Look for the Program Builder icon under Database in the Setup menu.

     

    When configuring a connector for use with E10, one thing to keep in mind is that names and locations of certain features differ between versions.  For example, a Contact Group is now called a Contact List in E10, and Custom Data Objects (aka DataCards) are found under the Contacts menu, and are called Custom Objects.

    We all know how important it is to integrate social media into our campaigns – that’s no secret. To be relevant you need to be able to provide social validation to your prospects and this comes from knowing that their friends and peers like what you’re about. And who’s the biggest, baddest social validator of them all? Why Facebook of course! Which is why Eloqua has made it impossibly easy to embed the Facebook Friend Display App in your landing page as part of E10. What does this mean for you? It means that when a prospect lands on your page they will instantly be able to see which of their friends “likes” your site. Check it out!

     

    Is It Really This Easy You Say? Yep!

     

    1.     On your landing page, select the “Cloud Components” icon.

     

    Image 1.png

     

    2.     Drag the “Friend Display” component onto your page…


    Image 2.png

     

     

    Image 3.png

     

    3.     …and double click it to configure it. Here is where you can control how big it is, etc. It is also where you want to add in the URL of the page you are promoting.

     

    Image 4.png

     

    4.    Select Save Settings and close the configuration window. You’ll then be back on the landing page editor where you can preview the landing page to see the component in action. Ta-da!

     

    Image 5.png

    5.     But wait! Something perhaps too obvious to mention. If none of your prospect’s friends likes your page, there won’t be any pictures, however - the total number of users who have liked your page will appear.

    One of the questions I often get from my customers is "what exactly are data cards?"  In E10, you know them as custom data objects.  My favorite explanation comes from one of our brilliant Eloqua University instructors (thanks, Mindy Thompson), so I wanted to share it:

     

    Data cards are like extended filing cabinet space for your Contact Records. There are three ways to interact with data cards:

    1. Push data into custom object fields from a form submission using form processing steps
    2. Use the Events Module
    3. Push data into custom object fields via an API upload or integrated sync with your CRM

     

    Here are use cases for each of the above:

     

    1. If you are capturing information on a form that is important, but perhaps doesn’t need to be on the Contact Record, you can use the Update Existing Record or Data Object processing step and create a new Update Rule (with lookup) based on a Custom Object.
    2. If you are capturing information about events – attendance, food preference, registration – I recommend using the Events Module.  The Eloqua University class called Increase Online Event Attendance is a primer on this module and covers data cards. This module not only writes data to data cards, but can also be used to trigger confirmation, reminder, waitlist and follow up emails. This is the most common way that clients use data cards.
    3. If you are capturing information from your CRM on purchase history, for example, you can set up to have that information push into data cards instead of the Contact Record.

     

    I hope this helps clarify for everyone a sometimes confusing topic!

    Important: This Cloud Connector/Component will be decommissioned  after March 31st 2017. Please review the App Replacement Cheatsheet for instructions

    amiando Cloud App

     

    This article will describe the individual pieces of the amiando Cloud App, and how to use them within your instance of Eloqua.

     

    In order to use the amiando Cloud App, you will need to have an amiando API Key (see here for information on how to get your API Key), an existing event set up in the amiando system, and must be registered at cloudconnectors.eloqua.com.  When creating your account on cloudconnectors.eloqua.com, make sure the user whose Eloqua credentials you provide is  added to the “API Users” security group to ensure it has API access.  Your Eloqua administrator will have to do this for you.

     

    What is the difference between Appcloud.eloqua.com and Cloudconnectors.eloqua.com?

     

    amiando Cloud App Components

     

    The amiando App consists of the following:

    • amiando Widgets - this Cloud Component allows you to embed event-related widgets into an E10 landing page.  The following widgets are available:
      • Registration Form/Ticket Shop
      • Directions
      • Participant List
      • My Events
      • Wall
      • Photos
    • amiando Feeder - allows you to pull into an Eloqua group, all the people who registered for or attended your amiando event.

     

     

    ARTICLE – What is the difference between an App, a Connector, a Component and a Feeder

     

    Installing and Configuring the Cloud App

     

    amiando Widgets

     

    The amiando Widgets are already available for use in E10, but may need to be enabled.  See here for more information.

     

            A Cloud Component is inserted into a landing page via drag and drop within the landing page editor.

     

            From the editor toolbar, select the "Cloud Components" button.  A select box containing all of the available Cloud Components will then display.

                                        amiandoComponent.png

    Drag and Drop the amiando Widgets component onto a landing page:

     

    Next, save the page, then double-click the icon for the component that you just dropped onto the page.  The following screen will appear:

    CCLogin.PNG

    Enter your cloudconnectors.eloqua.com credentials and log in.  The configuration screen for amiando Widgets will then be displayed:

     

    amiandoConfig.png

     

    On the configuration page, do the following:

      • Enter the Admin Email Address (your email address) and your amiando API Key.
      • Click “Save Settings”, and a list of your amiando events will show in the Event drop-down list.
      • Select an Event, and then choose a Widget Type that you would like to display on the landing page.
      • Select the other optional settings to customize the Widget to the needs of your landing page, and click “Save Settings”. You can now close the configuration page.

     

    Now, render the landing page, and you will see your amiando Widget on the page where you placed it.

    RenderedPage.png

     

    amiando Feeder

     

    • The amiando Feeder does not require installation, as it is a standalone application that runs outside of Eloqua, and connects to your instance.
    •    
    • In order to successfully configure the feeder, you must first do the following:
      • Make sure that the Eloqua user account that is being used for the feeder had Eloqua API access. 
      • Create a Contact Group in Eloqua (called a Contact List in E10), to store the Contacts created/updated by the feeder. For more information about creating a contact group, please search the knowledge base for an article named "Database Management".
      • Create a DataCardSet in Eloqua, to store the Event information returned by the feeder. For more information about creating a DataCard Sets, please search the knowledge base for an article named "Database Management".
    • To access and configure the feeder, first visit cloudconnectors.eloqua.com and log in.  Once logged in, select Products...Feeder, and choose "amiando Feeder”.

     

    Click New Step on the screen that appears:

    amiandoNewStep.png

    The configuration screen will then appear:

    amiandoConfig1.png

    Enter your Eloqua Client Name, Query Frequency (how often the feeder should run), Eloqua User Name (make sure the user has API permissions), Password, and Admin Email Address. Click Go.

     

    On the Configuration tab, provide a description for the feeder (optional) enter your amiando API Key, and choose your Event.  Next, choose the existing Contact Group (E9) or Contact List (E10), and Custom Data Object where your new contacts will be stored in Eloqua.

    amiandoConfig2.png

    On the Fields Mappings tab, choose which Eloqua Contact and Custom Data Object fields to map to corresponding data from the amiando system into when the feeder runs.  For the Custom Data Object, the field list selections will be populated based on the existing Custom Data Object chosen on the Configuration tab.

    amiandoConfig4.png

    On the Run Step tab you can test the feeder. You can choose between a “Dry Run” (no data will be changed in Eloqua) and a “Full Run” (The data will write to Eloqua – this is effectively a manual run of the feeder).

    amiandoConfig5.png

    The History tab shows a history of previous feeder runs.
    amiandoConfig6.png

     

    Once all is configured, all that is left to do is switch back to the Credentials tab and Enable the feeder:

    amiandoEnable.png

     

    Now that the amiando feeder is configured and enabled, leads will begin to flow into Eloqua based on your Events.

    Important: This Cloud Connector/Component will be decommissioned  after March 31st 2017. Please install the replacement app.

    What is Social Suite?

    Eloqua Social Suite is a set of social apps integrated seamlessly into the Eloqua marketing automation platform.  This new feature allows B2B marketers to consider an entirely new dimension – the
    individual’s social persona – when capturing, tracking and scoring leads. This document assumes the reader has knowledge of E10 landing pages, Eloqua forms and Eloqua Program Builder. In order to use the applications listed in this document, you will need to have valid accounts.  You will also need to register at cloudconnectors.eloqua.com

    What is the difference between cloundconnectors.eloqua.com and Appcloud.eloqua.com

     

    Social Suite Components

    This Section will be covering the LinkedIn, YouTube and Google social suite cloud components

     

    • LinkedIn Share
    • LinkedIn Social Sign-On
    • YouTube Embed
    • Google Social Graph

    The first 3 items are Cloud Components used on landing pages and the last is a Cloud Connector used in Program Builder.

    ARTICLE – What is the difference between an App, a Connector, a Component and a Feeder

     

    LinkedIn Share

     

    LinkedIn Share allows users to share content with their network on LinkedIn. To begin navigate to your landing page, from your left hand toolbar select the Cloud Components item; this will pop you up a box of all available Cloud Components that are available to add to your page.

    l1.png

    From the Cloud Components list select LinkedIn Share and drag this to where you would like it to be on your landing page.

    l2.png

     

    To set up the details for your LinkedIn account you would like to show double click on the component you just placed on the page. You will be asked to log into your Eloqua Cloud Connector account and brought to a page to fill out the details of the page you wish to allow visitors to share with their LinkedIn network. You will want to define the URL to share as the URL of the landing page that you are creating. You are also able to define if you would like the number of shares count above, to the right of the share button or no count at all.

    l3.png

    Save your settings and you will now have the active LinkedIn Share button for your page; when a visitor clicks on this button they will be asked to login to their LinkedIn account and the site will be shared with their network. The count above the button will also increment each time the page is shared.

     

    l4.png

     

    LinkedIn Social Sign-On

     

    Prompt visitors to sign on with their LinkedIn account to access your marketing asset(s).  You can also request additional information such as email address, and then specify the Eloqua form to submit the data once captured.

    To begin navigate to your landing page you wish to add LinkedIn Social Sign-On to, from the lefthand toolbar select the Cloud Components, find LinkedIn SignOn and drag it onto your page.

    l5.png

    Once the component is placed on your page, double click to configure the settings.

    l6.png

    Select go and you will be brought to a new page, where you can define the look and function of the LinkedIn Sign-On app, from here you can select the Form you wish the visitor to fill out and the fields required to access you marketing asset from the page.

    l7.png

    Save the settings, you can now navigate back to your landing page, if you select the LinkedIn Sign-On button you previously added you will be brought to a page asking to grant Eloqua access to your LinkedIn account.

    l8.png

    Once you login you will be brought to the form you defined earlier in the setup where you asked for the email address to access the marketing asset.

     

    l9.png

     


    YouTube Embed

     

    Using the Youtube Video Cloud Component you are able to Search for, preview and Embed YouTube videos directly in your landing pages.  To start, again select the Cloud Components from the left hand toolbar, and drag and drop the YouTube Video component onto your page.

    l10.png

    Now that we have the component on the page you can double click to find the video you wish to have on your landing page. You can search to find the video you wish to embed or paste the direct URL; you can also specify the size, autoplay and loop options for the video.

    l11.png

    Save the settings and you will now have the video embedded in your landing page as specified.

    l12.png

     

    Google Social Graph

     

    The Google Social Graph app allows you to find publicly known other identities of an individual on social media properties such as twitter or LinkedIn. From here you can select the Get App button to begin installing the component.

    l13.png

    This will bring you to the installation page for the cloud connector, select Add Connector to install this Component to your Eloqua Install.

    l14.png

    If the component is added successfully you will receive a confirmation pop-up, similar to the following.

    l15.png

    We are now able to use this Cloud Connector as a action step within the Program builder. To use this, create a new step within your program, select Cloud Connector as the Action type, and then Google Social Graph as your step parameter.

    l16.png

    You will also need to configure the parameters to use for the connector, do this by selecting Configure next to the name of the chosen Cloud Connector.

    l6.png

    You will then be able to set up the configuration of the Google Social Graph component. Here you should define which parameter you wish to search by to find other public identities of your contacts; you are able to use Email, twitter handle, LinkedIn, Facebook etc

    l18.png
    Save your settings and then move onto the Field Mappings Tab. Initially, set which field holds the Email Address and then which identity you wish to search on (as defined in the previous Configuration tab). Then set your fields you wish to hold the ID’s of any identities that are returned from the Google Social Graph search.

    l19.png

    Next, you are able to test the Connector via the Run Step tab. Here you are able to view members at each phase of the step

    l20.png

    You can run this connector and the Google Social Graph will pull any social identities that match the email address(s) provided and will store this in the defined fields within the Contacts details.

    l21.png

    Important: This Cloud Connector/Component will be decommissioned  after March 31st 2017. Please install the replacement app.

    What is Social Suite?

     

    Eloqua Social Suite is a set of social apps integrated seamlessly into the Eloqua marketing automation platform.  This new feature allows B2B marketers to consider an entirely new dimension – the individual’s social persona – when capturing, tracking and scoring leads. In order to use the applications listed in this document, you will need to have valid accounts.  You will also need to register at cloudconnectors.eloqua.com

     

    What is the difference between Appcloud.eloqua.com and Cloudconnectors.eloqua.com?

     

    Social Suite Components

    This section will be covering Twitter Social Suite Components

     

    Twitter

    • Twitter Share – Allow users to share content with their network on Twitter
    • Twitter Favorites – Show off your favorite tweets! Also in real time, this widget will pull in the tweets you’ve starred as favorites.  It’s great for moderation
    • Twitter List – Put your favorite twitter friends into a list and display them.  This tool is helpful for moderation.
    • Twitter Profile – Display your most recent Twitter updates.
    • Twitter Search – Display search results in real time.  This app is ideal for live events, conferences, or relevant news topics.
    • Twitter Social Sign-On - Prompt visitors to sign on with their Facebook account to access your marketing asset.  You can also request additional information such as email address, and then specify the Eloqua form to submit the data once captured

     

    Components of the AppCloud

     

    Note: Before you begin, make sure you have registered a user account on the Eloqua Cloud connector site and a valid Twitter account.  These instructions will assume that you already have done these steps.

     

    Twitter Share

     

    To get started, access assets and create a new landing page.

    Assets > Landing Pages > Create a Landing Page > Cloud Components

    Find ‘Twitter Share’ in the search box and drag to the landing page.

     

    SocialDoc - Twitter Share.jpg

     

    By double-clicking on the feed, you will access the Cloud Connector configuration screen to configure your Twitter Share.  Note – you MUST have an API enabled account in order to modify the configuration.

     

    SocialDoc - Twitter Share1.jpg

     

    • Start the configuration by entering the email address for your Eloqua administrator.
    • Configure the URL you would like to share or keep it blank if you are sharing the current page.
    • Input your valid Twitter account.
    • Save setting
    • Save your Landing Page before previewing it.

     

    SocialDoc - Twitter Share2.jpg

     

    Twitter Favorites

     

    To get started, access assets and create a new landing page.

    Assets > Landing Pages > Create a Landing Page > Cloud Components

    Find ‘Twitter Favorites’ in the search box and drag to the landing page.

     

    SocialDoc - Twitter Fave.jpg

     

    By double-clicking on the feed, you will access the Cloud Connector configuration screen to configure your Twitter Favorites.  Note – you MUST have an API enabled account in order to modify the configuration.

     

    SocialDoc - Twitter Favorites1.jpg

     

    • Start the configuration by entering the email address for your Eloqua administrator.
    • Configure the Twitter username.  Note, this widget only works for public accounts
    • Input the different formatting configurations you would like your favorites list to display.
    • Save setting.
    • Save your Landing Page before previewing it.  The Twitter Favorites should start refreshing tweets real-time.

     

     

    SocialDoc - Twitter Favorites.jpg

     

     

    Twitter List

     

    To get started, access assets and create a new landing page.

    Assets > Landing Pages > Create a Landing Page > Cloud Components

    Find ‘Twitter List’ in the search box and drag to the landing page.

     

    SocialDoc - Twitter List1.jpg

     

    By double-clicking on the feed, you will access the Cloud Connector configuration screen to configure your Twitter List.  Note – you MUST have an API enabled account in order to modify the configuration.

     

    SocialDoc - Twitter List.jpg

     

    • Start the configuration by entering the email address for your Eloqua administrator.
    • Configure the Twitter username.  Note, this widget only works for public accounts
    • Input the different formatting configurations you would like your favorites list to display.
    • Save setting.
    • Save your Landing Page before previewing it.  The Twitter List should start refreshing tweets real-time.

     

    SocialDoc - Twitter List2.jpg

     

    Twitter Profile

     

    To get started, access assets and create a new landing page.

    Assets > Landing Pages > Create a Landing Page > Cloud Components

    Find ‘Twitter Profile’ in the search box and drag to the landing page.

     

    SocialDoc - Twitter Profile.jpg

     

    By double-clicking on the feed, you will access the Cloud Connector configuration screen to configure your Twitter Profile.  Note – you MUST have an API enabled account in order to modify the configuration.

     

    SocialDoc - Twitter Profile1.jpg

    • Start the configuration by entering the email address for your Eloqua administrator.
    • Configure the Twitter username.  Note, this widget only works for public accounts
    • Input the different formatting configurations you would like your favorites list to display.
    • Save setting.
    • Save your Landing Page before previewing it.  The Twitter Profile should start refreshing tweets real-time.

     

    SocialDoc - Twitter Profile2.jpg

     

    Twitter Search

     

    To get started, access assets and create a new landing page.

    Assets > Landing Pages > Create a Landing Page > Cloud Components

    Find ‘Twitter Search’ in the search box and drag to the landing page.

     

    SocialDoc - Twitter Search.jpg

     

    By double-clicking on the feed, you will access the Cloud Connector configuration screen to configure your Twitter Search.  Note – you MUST have an API enabled account in order to modify the configuration.

     

    SocialDoc - Twitter Search1.jpg

     

    • Start the configuration by entering the email address for your Eloqua administrator.
    • Configure the Twitter search Query (i.e Eloqua).  Enter the title and caption
    • Input the different formatting configurations you would like your list to display.
    • Save setting.
    • Save your Landing Page before previewing it.  The Twitter Profile should start refreshing tweets real-time.

     

    SocialDoc - Twitter Search2.jpg

     

     

    Twitter Social Sign-On

     

    What is Social Sign-On?

     

    Increase form submits by allowing prospects the option of using their Facebook, Twitter or LinkedIn accounts to sign-on and bypass the form.  When configuring the various services, you will have the option to choose what date you want to pull from Facebook, Twitter or LinkedIn.

     

     

     

    Prompt your visitors to sing on with their Twitter login to access your marketing assets. To use this feature navigate to your landing page, select the Cloud Components from the left hand toolbar and drag and drop the Twitter Sign-on component onto your page.

     

    SocialDoc - Twitter Sign ON1.jpg

     

    Double click on the component on the page to set up the credentials for the twitter sign-on, you will be asked to login to the cloudcomponents.eloqua.com site.

     

    SocialDoc - Twitter Sign ON2.jpg

     

    This will bring you into a page to specify all the setup options for Twitter Sign-on, the credentials you entered on the previous page will be carried through (DB, username, admin email address etc). From this page you are able to modify the appearance of the component, add custom css, select the form you wish the visitor to fill out to gain access to the marketing asset and map the fields you wish to store the collected information in (in this case we are requesting email address and storing it in the email address field of the contact).

     

    SocialDoc - Twitter Sign ON3.jpg

     

    Save the settings and return to the landing page, we can now select the Sign on with Twitter button.

     

    SocialDoc - Twitter Sign ON4.jpg

     

    Which will bring us into the twitter sign-on page

     

    SocialDoc - Twitter Sign ON5.jpg

     

    Once you login you will be brought to the form you defined earlier in the setup where you asked for the email address to access the marketing asset.

     

    SocialDoc - Twitter Sign ON6.jpg

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

    Important: This Cloud Connector/Component will be decommissioned  after March 31st 2017. Please install the replacement app.

     

    What is Social Suite?

     

    Eloqua Social Suite is a set of social apps integrated seamlessly into the Eloqua marketing automation platform.  This new feature allows B2B marketers to consider an entirely new dimension – the individual’s social persona – when capturing, tracking and scoring leads. In order to use the applications listed in this document, you will need to have valid accounts.  You will also need to register at cloudconnectors.eloqua.com

     

    What is the difference between Appcloud.eloqua.com andCloudconnectors.eloqua.com?

     

    Social Suite Components

    This section will be covering Facebook Social Suite Components

     

    Facebook

    • Facebook Activity Feed – Show users what their friends are doing on your site through likes and comments.
    • Facebook Friend – Display the Facebook profile pictures of users who have like your page or have signed up for your site.
    • Facebook Like – Enable users to like your Facebook Page and view its stream directly from your website.
    • Facebook Recommendations – Give users personalized suggestions for pages on your site they might like.
    • Facebook Register - Prompt visitors to sign on with their Facebook account to access your marketing asset. You can also request additional information such as email address, and then specify the Eloqua form to submit the data once captured

     

    Components of the AppCloud

     

    Note: Before you begin, make sure you have registered a user account on the Eloqua Cloud connector site and a Facebook App ID using these instructions.  These instructions will assume that you already have done these steps.

     

     

    Facebook Activity Feed

     

    To get started, access Assets and create a new landing page.

    Assets > Landing Pages > Create a Landing Page > Cloud Components

    Find ‘Activity Feed’ in the search box and drag to the landing page.

     

    SocialDoc - Facebook Activity Feed2.jpg

     

    By double-clicking on the feed, you will access the Cloud Connector configuration screen to configure your activity feed.  Note – you MUST have an API enabled account in order to modify the configuration.

     

     

    SocialDoc - Facebook Activity Feed3.jpg

     

    The configuration will allow you to:

    • Input admin email address
    • Showcase domain specific activities
    • Adjust the look and feel of the activity feed
    • Input tracking code to your activity feed

     

    Once you have completed the configuration, save settings.  You may preview the activity feed before implementing to the landing page.

     

    SocialDoc - Facebook Activity Feed4.jpg

    Facebook Friend (Friend Display)

     

    To get started, access assets and create a new landing page.

    Assets > Landing Pages > Create a Landing Page > Cloud Components

    Find ‘Friend Display’ in the search box and drag to the landing page.

     

    SocialDoc - Facebook Activity Feed5.jpg

     

    By double-clicking on the feed, you will access the Cloud Connector configuration screen to configure your friend display.  Note – you MUST have an API enabled account in order to modify the configuration.

     

    SocialDoc - Facebook Activity Feed6.jpg

    • Start the configuration by entering the email address for your Eloqua administrator
    • Now, enter the URL that you will be showcasing to display the friend status update.

     

    Save your Landing Page before previewing it.

     

     

    Facebook Like

     

    To get started, access assets and create a new landing page.

    Assets > Landing Pages > Create a Landing Page > Cloud Components

    Find ‘Like Button’ in the search box and drag to the landing page.

     

    SocialDoc - Facebook Like3.jpg

    By double-clicking on the feed, you will access the Cloud Connector configuration screen to configure your Facebook Like.  Note – you MUST have an API enabled account in order to modify the configuration.

     

     

    SocialDoc - Facebook Like4.jpg

    • Start the configuration by entering the email address for your Eloqua administrator.
    • Now, enter the URL that visitors will ‘Like’.  This is the URL that will be displayed on their status update.
    • Next you have the option of using Eloqua’s Cloud Connector Facebook App ID or one you have registered.  Entering your own App ID information will display a prompt from Facebook that states “(your Company Name) is requesting access to your information.” When requesting information from a prospect.
    • Then you have the option of choosing whether to display a Send button next to the Like button.
    • Save your Landing Page before previewing it; you might need to resize the component to ensure it isn’t truncating the Facebook prompt.

     

     

    Facebook Like Box

     

    To get started, access assets and create a new landing page.

    Assets > Landing Pages > Create a Landing Page > Cloud Components

    Find ‘Like Box’ in the search box and drag to the landing page.

     

    SocialDoc - Facebook LikeBox.jpg

    By double-clicking on the feed, you will access the Cloud Connector configuration screen to configure your Facebook Like Box.  Note – you MUST have an API enabled account in order to modify the configuration.

     

    SocialDoc - Facebook LikeBox1.jpg

     

     

    • Start the configuration by entering the email address for your Eloqua administrator.
    • Now, enter the URL that visitors will ‘Like’.  This is the URL that will be displayed on their status update.
    • Save your Landing Page before previewing it

     

    SocialDoc - Facebook LikeBox2.jpg

     

     

    Facebook Live Stream

     

    To get started, access assets and create a new landing page.

    Assets > Landing Pages > Create a Landing Page > Cloud Components

    Find ‘Live Stream’ in the search box and drag to the landing page.

     

    SocialDoc - Facebook LiveStream.jpg

    By double-clicking on the feed, you will access the Cloud Connector configuration screen to configure your Facebook Live Stream.  Note – you MUST have an API enabled account in order to modify the configuration.

     

    SocialDoc - Facebook LiveStream1.jpg

     

    • Start the configuration by entering the email address for your Eloqua administrator.
    • Next you have the option of using Eloqua’s Cloud Connector Facebook App ID or one you have registered.  Entering your own App ID information will display a prompt from Facebook that states “(your Company Name) is requesting access to your information.” When requesting information from a prospect.
    • Configure the number of streams you would like to have on one page and if you have campaign tracking, insert the attribution URL as well.
    • Save your Landing Page before previewing it

     

     

    Facebook Recommendations

     

    To get started, access assets and create a new landing page.

    Assets > Landing Pages > Create a Landing Page > Cloud Components

    Find ‘Recommendations’ in the search box and drag to the landing page.

     

    SocialDoc - Facebook Recommendations.jpg

     

    By double-clicking on the feed, you will access the Cloud Connector configuration screen to configure your Facebook Recommendations.  Note – you MUST have an API enabled account in order to modify the configuration.

     

    SocialDoc - Facebook Recommendations1.jpg

     

    • Start the configuration by entering the email address for your Eloqua administrator.
    • Now, enter the URL you would like visitors to see the recommendations.  This is the URL that will be displayed on the Activity Feed Setup
    • Save your Landing Page before previewing it.

     

    SocialDoc - Facebook Recommendations2.jpg

     

    Facebook Register (Facebook Social Sign-On)

     

    What is Social Sign-On?

     

    Increase form submits by allowing prospects the option of using their Facebook, Twitter or LinkedIn accounts to sign-on and bypass the form.  When configuring the various services, you will have the option to choose what date you want to pull from Facebook, Twitter or LinkedIn.

     

    Note – Before you begin,  make sure the ‘Facebook Register’ component has been enabled in your Cloud Component setup screen.

     

    SocialDoc - Facebook Register.jpg

     

    • Input your company name
    • Then, input your user or the user with the API access and apply the password as well.

    If successful, you will be taken to the Facebook Register configuration page.

     

    To get started, access assets and create a new landing page.

    Assets > Landing Pages > Create a Landing Page > Cloud Components

    Find ‘Facebook Register’ in the search box and drag to the landing page.

     

    SocialDoc - Facebook Register5.jpg

     

    By double-clicking on the feed, you will access the Cloud Connector configuration screen to configure your Facebook Register.  Note – you MUST have an API enabled account in order to modify the configuration.

     

    SocialDoc - Facebook Register1.jpg

     

    • The Eloqua information is already pre-populated for you.  If not, enter your Eloqua login credentials into the first three fields, and an email address in the fourth field before hitting the Save Settings button. This will connect to your database and pull in a list of the forms you have already created.
    • There are options to add new fields for the Facebook Registration form.  You can add these fields by selecting the “+” button under the Facebook Registration Field module

     

    SocialDoc - Facebook Register2.jpg

    • Select the corresponding Eloqua form if you would like to store that information to Eloqua as well.
    • After selecting the form, you want to make sure that you are field mapping the Facebook Registration fields to the Eloqua form HTML field

     

    SocialDoc - Facebook Register3.jpg

     

    • Be sure that the form submit mode is set to Production before saving your work.
    • Save the settings after modification.
    • Save your Landing Page before previewing it.

     

    SocialDoc - Facebook Register4.jpg

     

     

     

     

     

     

     

     

    Important: This Cloud Connector/Component will be decommissioned  after March 31st 2017. Please install the replacement app.

    Citrix GoToWebinar App

    This article will describe the individual pieces of the Citrix GoToWebinar App, how to install it and it will outline a sample program. This document assumes the reader knows how to use Eloqua Program Builder, Eloqua Emails and Eloqua forms.

    In order to use the Citrix GoToWebinar App, you will need to have a valid Citrix GoToWebinar account with API access. You will also need to register at cloudconnectors.eloqua.com

    What is the difference between cloundconnectors.eloqua.com and Appcloud.eloqua.com

    Citrix GoToWebinar App Components

    The Citrix GoToWebinar App is made up of the following Connectors:

    • Citrix GoToWebinar Register Attendee - allows you to register a contact to attend an Citrix GoToWebinar event.
    • Citrix GoToWebinar Query Attendance - allows you to determine whether a contact actually attended a Citrix GoToWebinar event.
    • Citrix GoToWebinar All Viewers Query - allows you to pull into an Eloqua group all the people who attended an Citrix GoToWebinar event.

     

    The first 2 are Cloud Connectors, which are used in Program Builder. The last is a Cloud Feeder, which automatically pulls records into a group in Eloqua

    ARTICLE – What is the difference between an App, a Connector, a Component and a Feeder

    How to Install an App

    To install the Citrix GoToWebinar App, visit this page:

    http://appcloud.eloqua.com/apps/GoToWebinar

    Click on the green “Get App” button in the top right corner:

    GetApp.jpg

    Installing Connectors:
    A new screen will open. Click on the “Add Connector”:

    AddConnector.png

    If you are not logged into Eloqua, you will be prompted to login. It’s recommended that you click the “remember me” button. After logging in, you will see a screen similar to this:

    GoToWebinar Connector Management.jpg

    The bottom portion of the screen shows any connectors that are currently installed. The top portion is where the connector is actually installed. Click the “Add” button. If you receive an error similar to this, it means the Connector had been installed previously:

    GTWConnectorExists.jpg

    If you receive a confirmation similar to this, the App connector has successfully been installed:

    ConnectorInstalled.jpg

    Repeat this for any other Connector you would like to install.

    Installing a Cloud Feeder

    Cloud Feeders have a different installation then Cloud Connectors.

    NOTE - Before the Cloud Feeder can be installed, the event needs to be configured within Citrix GoToWebinar. 

    Create a user in your Eloqua install. This user is the one used to push data in through the feeder. It doesn’t need to be dedicated to one feeder, but it should be a user dedicated to API access. For more information about setting up a user, please search the knowledge base of the article titled "Eloqua-Setup"

    Ensure the user is added to the “API Users” security group to ensure it has API access. As well, remember the username and password for the user, because you will need it for the next step.

    Create a contact group in Eloqua to store the Contacts. For more information about creating a contact group, please search the knowledge base for an article named "Database Management".

    If you would like to store the Start Time and the Minutes Attended, create those fields in Eloqua now. For more information about creating a contact fields, please search the knowledge base for an article named "Database Management".

    To install the Citrix GoToWebinar feeder, go to the following URL: https://cloudconnectors.eloqua.com/StepTypeOverview.aspx?StepType=AdobeConnectAllViewersQuery

    Click on the “New Step” button.  You will be brought to a screen like this:

    GTWFeederLogin.jpg

    Fill it out with the user credentials you created in the previous step.

    You will be brought to the following screen:

    GTWFeederSetup.jpg

    Input the information collected from Citrix GoToWebinar earlier. Select the contact group created earlier.

    Once everything is configured, you will need to enable the feeder. In order to do that, click on the “Credentials” tab within and select “Enable Step”:

    EnableStep.jpg

    This feeder will populate the contact group with registrants from the selected webinars. In order to feed the program you must then setup a feeder using the same contact group selected in the above steps in order to add contacts to the program.

    Using the Connectors in Program Builder

    Each connector executes as an action in a step in Program Builder. Once a contact hits that step, the Connector grabs that contact, and processes it based on the logic defined in the Connector. When it’s done, the Connector changes the status of the contact in the program, and the contact continues on its way.

    To use the Connector in Program Builder, do the following:

    Create a step in the program where you want the step to execute

    Set the action of the step to: “Cloud Connector”

    You will be provided with a list of Cloud Connectors that have been created. Select the correct one from the list:

    GTWStepSetup.jpg

    Click on the “Configure Button”. This will bring up a configuration window from Cloudconnectors.eloqua.com (you may need to login to Cloudconnectors.eloqua.com):

    AdobeFeeder.jpg

    Once you are logged in, you will need to input configure the step for the webinar required. Note after entering the user details for Citrix GoToWebinar you can click Save Settings to connect and populate the Webinar Listing below:

    GTWRegistersetup.jpg

    On the configuration and field mapping screen, you will have slightly different options for each CloudConnector. They are as follows:

    Configuration Tab

    Register AttendeeQuery AttendeeDescription
    DescriptionYYDescription of Event
    Citrix GoToWebinar UserYYFrom Citrix GoToWebinar
    Citrix GoToWebinarYFrom Citrix GoToWebinar
    Select WebinarsYWebinars that occurred in the past or will occur in the future (determines what webinars are displayed in the Citrix GoToWebinar Field)
    Store Meeting Advanced DataYDo you want to store data on the Contact or in a custom object? If you run many events, you want to store in a Custom Object

    FieldsTab

    Register AttendeeQuery Attendee
    Email AddressYY
    First NameY
    Last NameY
    Join Meeting URLY
    Meeting ID
    Minutes AttendedY

     

    Once everything is configured, you will need to enable the connector. In order to do that, click on the “Credentials” tab within and select “Enable Step”.

    Is there a quick reference guide or cheat sheet for the Status codes generated when you export your Bouncebacks on a campaign?

     

    statusshot.jpg

     

    Right now I pull the file and then do an A/B comparison of that and the one that's displayed when you click the bouncebacks on the campaign. Very time consuming.

     

    Any suggestions would be appreciated.

    Important: This Cloud Connector/Component will be decommissioned  after March 31st 2017. Please review the App Replacement Cheatsheet for instructions

     

    Cvent Cloud Feeder

     

    This article will describe how to install and use the Cvent Cloud Component. This document assumes the reader knows how to use Eloqua Contacts and Contact Groups.

    In order to use the Cvent Component, you will need to have a valid Cvent account with API access. You will also need to register at cloudconnectors.eloqua.com

    What is the difference between Appcloud.eloqua.com andCloudconnectors.eloqua.com?

     

    Cvent Components

     

    The Cvent Component consists of the following Cloud Component

    • Cvent Event Registration – allows Eloqua to know when a person registers for an event with Cvent, and adds them to Contact group. From there they can be used to feed marketing automation programs, for analysis or sent follow on communications.

    ARTICLE – What is the difference between an App, a Connector, a Component and a Feeder

     

    How to Install the Feeder

     

    To get started, go to Feeder > Cvent Registrant Feeder within cloudconnectors.eloqua.com  Feeders do not require a Program Builder step
    as they just run on their own and feed data directly into the Eloqua system.

     

    1.png

     

    Next you’ll be asked to create a new Cvent Registrant Feeder step, add your Eloqua credentials and specify the details of how often you would like the Feeder to run.

     

    2.png

     

    On the next screen, you will be asked to enter your Cvent account details. Note – this MUST be an API enabled account.  Contact Cvent if you do not have an API enabled account.

     

    3.png

     

    With your API enabled account specified, save to refresh the list of available events from Cvent and select the event you wish to pull data into Eloqua for. Specify whether you would like to save the attendance information within the contact record or a custom data object; and select a Contact Group to place the retrieved contacts into.

    4.jpg

     

    Next, elect the Field Mappings tab and specify the contact fields or custom data fields you wish to use to store the information from Cvent.

     

    You can now select the Run tab to test run your Cvent Feeder. If you now open Eloqua and navigate to the Contact group you chose to store your Cvent registrants in you will be able to see all the people who registered for, and/or attended your specified event.

     

    5.png

     

    If you are happy with the results being imported to your contact group, you can now have this feeder to run automatically on the schedule you originally indicated; by going to the Credentials tab and selecting Enable Step. This will run a check of the credentials and configuration you have specified, if everything has been set correctly, the feeder will be enabled to run automatically.

     

    cl.png

     

    With this automated connection set up, you will now receive regularly schedule updates to your contact group and be able to know what is happening with your Cvent event registrations.

    Important: This Cloud Connector/Component will be decommissioned  after March 31st 2017. Please review the App Replacement Cheatsheet for instructions

    Adobe Connect App

    This article will describe the individual pieces of the Adobe Connect App, how to install it and it will outline a sample program. This document assumes the reader knows how to use Eloqua Program Builder, Eloqua Emails and Eloqua forms.

    In order to use the Adobe Connect App, you will need to have a valid Adobe Connect account with API access. You will also need to register at cloudconnectors.eloqua.com

    What is the difference between cloundconnectors.eloqua.com and Appcloud.eloqua.com

    Adobe Connect App Components

    The Adobe Connect App is made up of the following Connectors:

    · Adobe Connect Register Attendee - allows you to register a contact to attend an Adobe Connect event.

    · Adobe Connect Unregister Attendee - allows you to unregister a contact for an Adobe Connect event.

    · Adobe Connect Query Attendance - allows you to determine whether a contact actually attended an Adobe Connect event.

    · Adobe Connect All Viewers Query - allows you to pull into an Eloqua group all the people who attended an Adobe Connect event.

     

    The first 3 are Cloud Connectors, which are used in Program Builder. The last is a Cloud Feeder, which automatically pulls records into a group in Eloqua

    ARTICLE – What is the difference between an App, a Connector, a Component and a Feeder

    How to Install an App

    To install the Adobe Connect App, visit this page:

    http://appcloud.eloqua.com/apps/adobe-connect

    Click on the green “Get App” button in the top right corner:

    GetApp.jpg

    Installing Connectors:
    A new screen will open. Click on the “Add Connector”:

    AddConnector.png

    If you are not logged into Eloqua, you will be prompted to login. It’s recommended that you click the “remember me” button. After logging in, you will see a screen similar to this:

    AdobeAddConnector.jpg

    The bottom portion of the screen shows any connectors that are currently installed. The top portion is where the connector is actually installed. Click the “Add” button. If you receive an error similar to this, it means the Connector had been installed previously:

    AdobeConnectorExists.jpg

    If you receive a confirmation similar to this, the App connector has successfully been installed:

    ConnectorInstalled.jpg

    Repeat this for any other Connector you would like to install.

    Installing a Cloud Feeder

    Cloud Feeders have a different installation then Cloud Connectors.

    NOTE - Before the Cloud Feeder can be installed, the event needs to be configured within Adobe Connect.  You will need to input the following information into the Cloud Feeder:

    · Adobe Connect User Name

    · Adobe Connect Password

    · Adobe Connect Session Type

    · Adobe Connect Session ID

    · Adobe Connect Organization Name

    Create a user in your Eloqua install. This user is the one used to push data in through the feeder. It doesn’t need to be dedicated to one feeder, but it should be a user dedicated to API access. For more information about setting up a user, please search the knowledge base of the article titled "Eloqua-Setup"

    Ensure the user is added to the “API Users” security group to ensure it has API access. As well, remember the username and password for the user, because you will need it for the next step.

    Create a contact group in Eloqua to store the Contacts. For more information about creating a contact group, please search the knowledge base for an article named "Database Management".

    If you would like to store the Start Time and the Minutes Attended, create those fields in Eloqua now. For more information about creating a contact fields, please search the knowledge base for an article named "Database Management".

    To install the Adobe Connect feeder, go to the following URL: https://cloudconnectors.eloqua.com/StepTypeOverview.aspx?StepType=AdobeConnectAllViewersQuery

    Click on the “New Step” button.  You will be brought to a screen like this:

    AdobeFeeder.jpg

    Fill it out with the user credentials you created in the previous step.

    You will be brought to the following screen:

    MeetingConfiguration.jpg

    Input the information collected from Adobe Connect earlier.

    Select the contact group created earlier.

    Once everything is configured, you will need to enable the feeder. In order to do that, click on the “Credentials” tab within and select “Enable Step”:

    EnableStep.jpg

    This feeder will populate the contact group with registrants from the selected webinars. In order to feed the program you must then setup a feeder using the same contact group selected in the above steps in order to add contacts to the program.

    Using the Connectors in Program Builder

     

    Each connector executes as an action in a step in Program Builder. Once a contact hits that step, the Connector grabs that contact, and processes it based on the logic defined in the Connector. When it’s done, the Connector changes the status of the contact in the program, and the contact continues on its way.

    To use the Connector in Program Builder, do the following:

    Create a step in the program where you want the step to execute

    Set the action of the step to: “Cloud Connector”

    You will be provided with a list of Cloud Connectors that have been created. Select the correct one from the list:

    ProgramStepConfig.jpg

    Click on the “Configure Button”. This will bring up a configuration window from Cloudconnectors.eloqua.com (you may need to login to Cloudconnectors.eloqua.com):

    PSRegisterConfig.jpg

    Once you are logged in, you will need to input the credentials of the user that was created earlier:

    AdobeFeeder.jpg

    On the configuration and field mapping screen, you will have slightly different options for each CloudConnector.

     

    They are as follows:

    Configuration

     

     

    Register Attendee

    Unregister Attendee

    Query Attendee

    Description

    Description

    Y

    Y

    Y

    Description of Event

    Adobe Connect Domain

    Y

    Y

    Y

    From Adobe Connect

    Adobe Connect User Name

    Y

    Y

    Y

    From Adobe Connect

    Adobe Connect Password

    Y

    Y

    Y

    From Adobe Connect

    Adobe Connect Meeting: My Meetings

    Y

    Y

    Y

    Will pull a list of your meetings from Adobe Connect to choose from

    Adobe Connect Meeting: All Meetings

    Y

    Y

    Y

    Will perform defined actions for all meetings

    Generic Password for New Users

    Y

    Y

    From Adobe Connect

    Store Join Meeting URL Field

    Y

     

     

    If you are sending confirmation from Eloqua, you can store the URL for the webinar on a contact field

    Store Meeting Advanced Data

     

     

    Y

    Do you want to store data on the Contact or in a custom object? If you run many events, you want to store in a Custom Object

    Fields:

     

    Register Attendee

    Unregister Attendee

    Query Attendee

    Email Address

    Y

    Y

    Y

    First Name

    Y

    Last Name

    Y

    Join Meeting URL

    Y

    Meeting ID

    Y

    Minutes Attended

    Y

    Number of Questions Answered

    Y

    Once everything is configured, you will need to enable the connector. In order to do that, click on the “Credentials” tab within and select “Enable Step”:

    The Program     

    Defining every step of how to configure the program is outside the scope of this article. However Heather Feoh has a great article on program and setup details in Eloqua that you can check out here:

    http://topliners.eloqua.com/community/do_it/blog/2011/02/11/eloqua-cloud-connector-instructions-for-adobe-connect

    Hi!

    Has anyone been able to find a way to create a mobile landing page on E10 using the canvas? I understand that the page needs to scale automaticaly to different browsers so using a fixed width is not advicable. If there is a possiblity to use 100% width without creating a custom html and uploading it, I haven't found it.

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